KWILP
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Kiwi Wealth Investments Limited Partnership’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q1 		– Sell
-662,876
Closed -$33.4M – 189
2022
Q4 		$33.4M Buy
+662,876
New +$33.3M 2.22% 7

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Morgan Stanley
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Franklin Resources
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's FLOT Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2023, closing a stake of 662,876 shares — an estimated $33.4M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in FLOT in Q4 2022 and held it in 1 quarter. The position peaked at $33.4M in Q4 2022. 638 funds tracked by Wall St. Rank hold FLOT as of Q1 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining iShares Floating Rate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 662,876 iShares Floating Rate Bond ETF shares in Q1 2023, an estimated $33.4M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's iShares Floating Rate Bond ETF position peaked at $33.4M in Q4 2022.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.