LWA
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LWS Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

LWS Wealth 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
2020
Q1 		– Sell
-2,147
Closed -$109K – 58
2019
Q4 		$109K Buy
+2,147
New +$109K 0.06% 63

Other funds holding FLOT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWS Wealth Advisors's FLOT Position: Q1 2020 in Review

LWS Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2020, closing a stake of 2,147 shares — an estimated $109K sold.

LWS Wealth Advisors first reported a position in FLOT in Q4 2019 and held it in 1 quarter. The position peaked at $109K in Q4 2019. 478 funds tracked by Wall St. Rank hold FLOT as of Q1 2020.

  • LWS Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 2,147 iShares Floating Rate Bond ETF shares in Q1 2020, an estimated $109K.
  • LWS Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $109K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.