JNBA Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

JNBA Financial Advisors’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
2018 Q4	–	Sell	-400	Closed	-$20K	–	597
2018 Q3	$20K	Buy	+400	New	+$20.4K	0.01%	313
2017 Q1	–	Sell	-147	Closed	-$7K	–	474
2016 Q4	$7K	Buy	+147	New	+$7.46K	﹤0.01%	385
2016 Q1	–	Sell	-715	Closed	-$36K	–	550
2015 Q4	$36K	Hold	715	–	–	0.01%	219
2015 Q3	$36K	Hold	715	–	–	0.02%	212
2015 Q2	$36K	Hold	715	–	–	0.01%	212
2015 Q1	$36K	Hold	715	–	–	0.01%	219
2014 Q4	$36K	Hold	715	–	–	0.01%	217
2014 Q3	$36K	Hold	715	–	–	0.02%	218
2014 Q2	$36K	Hold	715	–	–	0.02%	208
2014 Q1	$36K	Hold	715	–	–	0.02%	195
2013 Q4	$36K	Hold	715	–	–	0.02%	184
2013 Q3	$36K	Buy	+715	New	+$36.2K	0.02%	175

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JNBA Financial Advisors's FLOT Position: Q4 2018 in Review

JNBA Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2018, closing a stake of 400 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in FLOT in Q3 2013 and held it in 12 quarters. The position peaked at $36K in Q4 2015. 564 funds tracked by Wall St. Rank hold FLOT as of Q4 2018.

JNBA Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2018 after selling out during the quarter.
JNBA Financial Advisors sold 400 iShares Floating Rate Bond ETF shares in Q4 2018, an estimated $20K.
JNBA Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q3 2013 and held it in 12 quarters.
JNBA Financial Advisors's iShares Floating Rate Bond ETF position peaked at $36K in Q4 2015.
564 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.