Mariner Independent Advisor Network’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Mariner Independent Advisor Network’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	$2.1M	Buy	41,726 +2,280	+6%	+$114K	0.09%	225
2022 Q2	$1.97M	Buy	39,446 +2,120	+6%	+$107K	0.08%	256
2022 Q1	$1.89M	Buy	37,326 +20,878	+127%	+$1.06M	0.07%	270
2021 Q4	$834K	Sell	16,448 -6,218	-27%	-$315K	0.04%	349
2021 Q3	$1.15M	Buy	22,666 +1,638	+8%	+$83.2K	0.06%	309
2021 Q2	$1.07M	Buy	+21,028	New	+$1.07M	0.05%	330

Other funds holding FLOT

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Independent Advisor Network's FLOT Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its iShares Floating Rate Bond ETF (FLOT) stake by 5.8% in Q3 2022, buying an estimated $114K and bringing the position to 41,726 shares worth $2.1M. The position accounts for 0.09% of the portfolio, ranked #225.

Mariner Independent Advisor Network first reported a position in FLOT in Q2 2021 and has held it in 6 quarters since. 670 funds tracked by Wall St. Rank hold FLOT as of Q3 2022.

Mariner Independent Advisor Network held 41,726 shares of iShares Floating Rate Bond ETF worth $2.1M as of Q3 2022.
Mariner Independent Advisor Network bought 2,280 iShares Floating Rate Bond ETF shares in Q3 2022, an estimated $114K.
iShares Floating Rate Bond ETF made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #225 holding.
Mariner Independent Advisor Network first reported a position in iShares Floating Rate Bond ETF in Q2 2021 and has held it in 6 quarters since.
670 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.