LWM
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LBA Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

LBA Wealth Management’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
2017
Q1 		$315K Buy
6,188
+4,750
+330% +$241K 0.17% 85
2016
Q4 		$73K Hold
1,438
– – 0.04% 165
2016
Q3 		$73K Buy
+1,438
New +$72.9K 0.04% 173

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

LBA Wealth Management's FLOT Position: Q1 2017 in Review

LBA Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 330% in Q1 2017, buying an estimated $241K and bringing the position to 6,188 shares worth $315K. The position accounts for 0.17% of the portfolio, ranked #85.

LBA Wealth Management first reported a position in FLOT in Q3 2016 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold FLOT as of Q1 2017.

  • LBA Wealth Management held 6,188 shares of iShares Floating Rate Bond ETF worth $315K as of Q1 2017.
  • LBA Wealth Management bought 4,750 iShares Floating Rate Bond ETF shares in Q1 2017, an estimated $241K.
  • iShares Floating Rate Bond ETF made up 0.17% of LBA Wealth Management's portfolio in Q1 2017, its #85 holding.
  • LBA Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q3 2016 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.