KCA
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Karn Couzens & Associates’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Karn Couzens & Associates’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
2022
Q1 		$496K Buy
9,822
+2,587
+36% +$131K 0.32% 46
2021
Q4 		$367K Hold
7,235
– – 0.25% 55
2021
Q3 		$368K Buy
7,235
+75
+1% +$3.81K 0.28% 51
2021
Q2 		$364K Buy
+7,160
New +$364K 0.28% 48

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Karn Couzens & Associates's FLOT Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares Floating Rate Bond ETF (FLOT) stake by 36% in Q1 2022, buying an estimated $131K and bringing the position to 9,822 shares worth $496K. The position accounts for 0.32% of the portfolio, ranked #46.

Karn Couzens & Associates first reported a position in FLOT in Q2 2021 and has held it in 4 quarters since. 645 funds tracked by Wall St. Rank hold FLOT as of Q1 2022.

  • Karn Couzens & Associates held 9,822 shares of iShares Floating Rate Bond ETF worth $496K as of Q1 2022.
  • Karn Couzens & Associates bought 2,587 iShares Floating Rate Bond ETF shares in Q1 2022, an estimated $131K.
  • iShares Floating Rate Bond ETF made up 0.32% of Karn Couzens & Associates's portfolio in Q1 2022, its #46 holding.
  • Karn Couzens & Associates first reported a position in iShares Floating Rate Bond ETF in Q2 2021 and has held it in 4 quarters since.
  • 645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.