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Legacy Wealth Planning’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Legacy Wealth Planning’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
Q3 		$207K Sell
1,257
-3,882
-76% -$195K 0.34% 72
2022
Q2 		$257K Buy
+5,139
New +$259K 0.37% 64

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Wealth Planning's FLOT Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Floating Rate Bond ETF (FLOT) stake by 76% in Q3 2022, selling an estimated $195K and leaving 1,257 shares worth $207K. The position accounts for 0.34% of the portfolio, ranked #72.

Legacy Wealth Planning first reported a position in FLOT in Q2 2022 and has held it in 2 quarters since. The position peaked at $257K in Q2 2022. 670 funds tracked by Wall St. Rank hold FLOT as of Q3 2022.

  • Legacy Wealth Planning held 1,257 shares of iShares Floating Rate Bond ETF worth $207K as of Q3 2022.
  • Legacy Wealth Planning sold 3,882 iShares Floating Rate Bond ETF shares in Q3 2022, an estimated $195K.
  • iShares Floating Rate Bond ETF made up 0.34% of Legacy Wealth Planning's portfolio in Q3 2022, its #72 holding.
  • Legacy Wealth Planning first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • Legacy Wealth Planning's iShares Floating Rate Bond ETF position peaked at $257K in Q2 2022.
  • 670 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.