KWAG
FLOT icon

Kiely Wealth Advisory Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$8.51K Hold
167
– – 0.01% 207
2024
Q3 		$8.51K Hold
167
– – 0.01% 211
2024
Q2 		$8.48K Buy
+167
New +$8.51K ﹤0.01% 196

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiely Wealth Advisory Group's FLOT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Floating Rate Bond ETF (FLOT) position steady in Q4 2024 at 167 shares worth $8.51K. The position accounts for 0.01% of the portfolio, ranked #207.

Kiely Wealth Advisory Group first reported a position in FLOT in Q2 2024 and has held it in 3 quarters since. The position peaked at $8.51K in Q3 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q4 2024.

  • Kiely Wealth Advisory Group held 167 shares of iShares Floating Rate Bond ETF worth $8.51K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Floating Rate Bond ETF share count unchanged in Q4 2024.
  • iShares Floating Rate Bond ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #207 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's iShares Floating Rate Bond ETF position peaked at $8.51K in Q3 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.