IF
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Ironwood Financial’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Ironwood Financial’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,485
Closed -$75K – 264
2021
Q3 		$75K Hold
1,485
– – 0.02% 163
2021
Q2 		$75K Hold
1,485
– – 0.02% 157
2021
Q1 		$75K Sell
1,485
-10
-0.7% -$508 0.02% 146
2020
Q4 		$76K Hold
1,495
– – 0.03% 142
2020
Q3 		$76K Sell
1,495
-621
-29% -$31.4K 0.04% 96
2020
Q2 		$107K Buy
2,116
+1,485
+235% +$74.3K 0.06% 74
2020
Q1 		$31K Sell
631
-80
-11% -$4K 0.02% 116
2019
Q4 		$36K Hold
711
– – 0.02% 140
2019
Q3 		$36K Hold
711
– – 0.02% 143
2019
Q2 		$36K Sell
711
-32
-4% -$1.63K 0.02% 145
2019
Q1 		$38K Hold
743
– – 0.02% 137
2018
Q4 		$37K Hold
743
– – 0.02% 125
2018
Q3 		$38K Hold
743
– – 0.02% 135
2018
Q2 		$38K Sell
743
-197
-21% -$10K 0.02% 109
2018
Q1 		$48K Hold
940
– – 0.05% 74
2017
Q4 		$48K Sell
940
-30
-3% -$1.53K 0.03% 86
2017
Q3 		$49K Sell
970
-75
-7% -$3.82K 0.03% 88
2017
Q2 		$53K Sell
1,045
-25
-2% -$1.27K 0.03% 82
2017
Q1 		$54K Sell
1,070
-180
-14% -$9.14K 0.04% 80
2016
Q4 		$63K Sell
1,250
-20
-2% -$1.01K 0.04% 80
2016
Q3 		$64K Sell
1,270
-70
-5% -$3.55K 0.05% 80
2016
Q2 		$68K Sell
1,340
-2,168
-62% -$109K 0.05% 80
2016
Q1 		$177K Buy
+3,508
New +$176K 0.14% 49
2015
Q3 		$226K Sell
4,480
-800
-15% -$40.5K 0.11% 66
2015
Q2 		$267K Buy
5,280
+135
+3% +$6.84K 0.13% 59
2015
Q1 		$261K Buy
5,145
+740
+17% +$37.4K 0.13% 64
2014
Q4 		$223K Buy
+4,405
New +$223K 0.12% 62

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Financial's FLOT Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2021, closing a stake of 1,485 shares — an estimated $75K sold.

Ironwood Financial first reported a position in FLOT in Q4 2014 and held it in 27 quarters. The position peaked at $267K in Q2 2015. 587 funds tracked by Wall St. Rank hold FLOT as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Floating Rate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1,485 iShares Floating Rate Bond ETF shares in Q4 2021, an estimated $75K.
  • Ironwood Financial first reported a position in iShares Floating Rate Bond ETF in Q4 2014 and held it in 27 quarters.
  • Ironwood Financial's iShares Floating Rate Bond ETF position peaked at $267K in Q2 2015.
  • 587 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.