Macroview Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Macroview Investment 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
2021 Q1	–	Sell	-275	Closed	-$14K	–	385
2020 Q4	$14K	Hold	275	–	–	0.02%	129
2020 Q3	$14K	Hold	275	–	–	0.02%	123
2020 Q2	$14K	Sell	275 -262	-49%	-$13.1K	0.03%	112
2020 Q1	$26K	Sell	537 -7,857	-94%	-$393K	0.06%	91
2019 Q4	$427K	Sell	8,394 -4,207	-33%	-$214K	0.89%	24
2019 Q3	$642K	Buy	12,601 +4,449	+55%	+$226K	1.39%	19
2019 Q2	$415K	Buy	8,152 +1,275	+19%	+$64.9K	1.08%	22
2019 Q1	$350K	Sell	6,877 -4,348	-39%	-$220K	0.87%	27
2018 Q4	$565K	Sell	11,225 -2,599	-19%	-$132K	1.8%	14
2018 Q3	$705K	Buy	13,824 +3,227	+30%	+$164K	2.21%	11
2018 Q2	$540K	Buy	+10,597	New	+$540K	1.89%	12

Other funds holding FLOT

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Macroview Investment Management's FLOT Position: Q1 2021 in Review

Macroview Investment Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2021, closing a stake of 275 shares — an estimated $14K sold.

Macroview Investment Management first reported a position in FLOT in Q2 2018 and held it in 11 quarters. The position peaked at $705K in Q3 2018. 516 funds tracked by Wall St. Rank hold FLOT as of Q1 2021.

Macroview Investment Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2021 after selling out during the quarter.
Macroview Investment Management sold 275 iShares Floating Rate Bond ETF shares in Q1 2021, an estimated $14K.
Macroview Investment Management first reported a position in iShares Floating Rate Bond ETF in Q2 2018 and held it in 11 quarters.
Macroview Investment Management's iShares Floating Rate Bond ETF position peaked at $705K in Q3 2018.
516 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2021.

Based on Macroview Investment Management's 13F filing for Q1 2021, filed 3 May 2021.