Leicht Financial Planning & Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-4,997	Closed	-$243K	–	28
2020 Q1	$243K	Sell	4,997 -12,735	-72%	-$637K	0.23%	50
2019 Q4	$903K	Buy	17,732 +7,074	+66%	+$360K	0.82%	35
2019 Q3	$543K	Sell	10,658 -91,117	-90%	-$4.64M	0.52%	38
2019 Q2	$5.18M	Sell	101,775 -28,314	-22%	-$1.44M	5.07%	7
2019 Q1	$6.62M	Buy	130,089 +64,776	+99%	+$3.28M	6.82%	3
2018 Q4	$3.29M	Buy	65,313 +35,583	+120%	+$1.81M	4.34%	7
2018 Q3	$1.52M	Buy	+29,730	New	+$1.52M	1.8%	20

Other funds holding FLOT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management's FLOT Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2020, closing a stake of 4,997 shares — an estimated $243K sold.

Leicht Financial Planning & Wealth Management first reported a position in FLOT in Q3 2018 and held it in 7 quarters. The position peaked at $6.62M in Q1 2019. 455 funds tracked by Wall St. Rank hold FLOT as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 4,997 iShares Floating Rate Bond ETF shares in Q2 2020, an estimated $243K.
Leicht Financial Planning & Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q3 2018 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's iShares Floating Rate Bond ETF position peaked at $6.62M in Q1 2019.
455 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.