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Kohmann Bosshard Financial Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Kohmann Bosshard Financial Services’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
2020
Q3 		– Sell
-2,655
Closed -$135K – 108
2020
Q2 		$135K Buy
2,655
+260
+11% +$13K 0.05% 108
2020
Q1 		$117K Sell
2,395
-301
-11% -$15.1K 0.05% 104
2019
Q4 		$137K Buy
2,696
+293
+12% +$14.9K 0.05% 95
2019
Q3 		$122K Sell
2,403
-66
-3% -$3.36K 0.05% 102
2019
Q2 		$126K Sell
2,469
-1,178
-32% -$59.9K 0.05% 101
2019
Q1 		$186K Sell
3,647
-246
-6% -$12.5K 0.09% 77
2018
Q4 		$196K Hold
3,893
– – 0.11% 69
2018
Q3 		$199K Sell
3,893
-590
-13% -$30.1K 0.1% 65
2018
Q2 		$229K Sell
4,483
-1,071
-19% -$54.6K 0.13% 59
2018
Q1 		$283K Sell
5,554
-6,511
-54% -$332K 0.17% 54
2017
Q4 		$613K Sell
12,065
-17,596
-59% -$896K 0.39% 39
2017
Q3 		$1.51M Buy
+29,661
New +$1.51M 1.06% 21
2017
Q1 		$3.02M Buy
59,400
+335
+0.6% +$17K 2.57% 13
2016
Q4 		$3M Buy
+59,065
New +$3M 2.79% 12

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kohmann Bosshard Financial Services's FLOT Position: Q3 2020 in Review

Kohmann Bosshard Financial Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2020, closing a stake of 2,655 shares — an estimated $135K sold.

Kohmann Bosshard Financial Services first reported a position in FLOT in Q4 2016 and held it in 14 quarters. The position peaked at $3.02M in Q1 2017. 460 funds tracked by Wall St. Rank hold FLOT as of Q3 2020.

  • Kohmann Bosshard Financial Services reported no remaining iShares Floating Rate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 2,655 iShares Floating Rate Bond ETF shares in Q3 2020, an estimated $135K.
  • Kohmann Bosshard Financial Services first reported a position in iShares Floating Rate Bond ETF in Q4 2016 and held it in 14 quarters.
  • Kohmann Bosshard Financial Services's iShares Floating Rate Bond ETF position peaked at $3.02M in Q1 2017.
  • 460 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2020.

Based on Kohmann Bosshard Financial Services's 13F filing for Q3 2020, filed 7 Jan 2021.