LAI
FLOT icon

Legal Advantage Investments’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Legal Advantage Investments’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
2021
Q1 		– Sell
-512
Closed -$26K – 82
2020
Q4 		$26K Buy
+512
New +$26K 0.02% 94

Other funds holding FLOT

Bank of America
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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legal Advantage Investments's FLOT Position: Q1 2021 in Review

Legal Advantage Investments sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2021, closing a stake of 512 shares — an estimated $26K sold.

Legal Advantage Investments first reported a position in FLOT in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 516 funds tracked by Wall St. Rank hold FLOT as of Q1 2021.

  • Legal Advantage Investments reported no remaining iShares Floating Rate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Legal Advantage Investments sold 512 iShares Floating Rate Bond ETF shares in Q1 2021, an estimated $26K.
  • Legal Advantage Investments first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Legal Advantage Investments's iShares Floating Rate Bond ETF position peaked at $26K in Q4 2020.
  • 516 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2021.

Based on Legal Advantage Investments's 13F filing for Q1 2021, filed 6 May 2021.