Lehman & Derafelo Financial Resources’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$209K	Hold	4,147	–	–	0.06%	106
2022 Q3	$208K	Hold	4,147	–	–	0.07%	97
2022 Q2	$207K	Hold	4,147	–	–	0.06%	100
2022 Q1	$210K	Hold	4,147	–	–	0.06%	106
2021 Q4	$210K	Hold	4,147	–	–	0.06%	103
2021 Q3	$211K	Hold	4,147	–	–	0.07%	102
2021 Q2	$211K	Hold	4,147	–	–	0.06%	113
2021 Q1	$211K	Hold	4,147	–	–	0.06%	115
2020 Q4	$210K	Hold	4,147	–	–	0.06%	115
2020 Q3	$210K	Hold	4,147	–	–	0.07%	124
2020 Q2	$210K	Hold	4,147	–	–	0.07%	112
2020 Q1	$202K	Hold	4,147	–	–	0.08%	87
2019 Q4	$211K	Hold	4,147	–	–	0.08%	98
2019 Q3	$211K	Buy	4,147 +4,000	+2,721%	+$204K	0.08%	93
2019 Q2	$7K	Hold	147	–	–	﹤0.01%	160
2019 Q1	$7K	Hold	147	–	–	﹤0.01%	162
2018 Q4	$7K	Buy	+147	New	+$7.46K	﹤0.01%	148

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lehman & Derafelo Financial Resources's FLOT Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its iShares Floating Rate Bond ETF (FLOT) position steady in Q4 2022 at 4,147 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #106.

Lehman & Derafelo Financial Resources first reported a position in FLOT in Q4 2018 and has held it in 17 quarters since. The position peaked at $211K in Q3 2021. 682 funds tracked by Wall St. Rank hold FLOT as of Q4 2022.

Lehman & Derafelo Financial Resources held 4,147 shares of iShares Floating Rate Bond ETF worth $209K as of Q4 2022.
Lehman & Derafelo Financial Resources left its iShares Floating Rate Bond ETF share count unchanged in Q4 2022.
iShares Floating Rate Bond ETF made up 0.06% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #106 holding.
Lehman & Derafelo Financial Resources first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's iShares Floating Rate Bond ETF position peaked at $211K in Q3 2021.
682 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.