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Lighthouse Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Lighthouse Financial Advisors’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 		$691K Buy
13,615
+218
+2% +$11.1K 0.21% 74
2020
Q4 		$679K Sell
13,397
-263
-2% -$13.3K 0.23% 72
2020
Q3 		$692K Sell
13,660
-403
-3% -$20.4K 0.26% 64
2020
Q2 		$711K Buy
+14,063
New +$704K 0.3% 62

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $374B AUM 17.66% 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 $2.26B AUM 13.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lighthouse Financial Advisors's FLOT Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.6% in Q1 2021, buying an estimated $11.1K and bringing the position to 13,615 shares worth $691K. The position accounts for 0.21% of the portfolio, ranked #74.

Lighthouse Financial Advisors first reported a position in FLOT in Q2 2020 and has held it in 4 quarters since. The position peaked at $711K in Q2 2020. 516 funds tracked by Wall St. Rank hold FLOT as of Q1 2021.

  • Lighthouse Financial Advisors held 13,615 shares of iShares Floating Rate Bond ETF worth $691K as of Q1 2021.
  • Lighthouse Financial Advisors bought 218 iShares Floating Rate Bond ETF shares in Q1 2021, an estimated $11.1K.
  • iShares Floating Rate Bond ETF made up 0.21% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #74 holding.
  • Lighthouse Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • Lighthouse Financial Advisors's iShares Floating Rate Bond ETF position peaked at $711K in Q2 2020.
  • 516 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.