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Litman Gregory Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Litman Gregory 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
2022
Q3 		– Sell
-17,847
Closed -$891K – 84
2022
Q2 		$891K Buy
+17,847
New +$899K 0.13% 52

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

Litman Gregory Wealth Management's FLOT Position: Q3 2022 in Review

Litman Gregory Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2022, closing a stake of 17,847 shares — an estimated $891K sold.

Litman Gregory Wealth Management first reported a position in FLOT in Q2 2022 and held it in 1 quarter. The position peaked at $891K in Q2 2022. 670 funds tracked by Wall St. Rank hold FLOT as of Q3 2022.

  • Litman Gregory Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 17,847 iShares Floating Rate Bond ETF shares in Q3 2022, an estimated $891K.
  • Litman Gregory Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Litman Gregory Wealth Management's iShares Floating Rate Bond ETF position peaked at $891K in Q2 2022.
  • 670 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.