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McDonald Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

McDonald Partners’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
Q1 		– Sell
-7
Closed -$355 – 448
2021
Q4 		$355 Buy
+7
New +$355 ﹤0.01% 522

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UBS Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McDonald Partners's FLOT Position: Q1 2022 in Review

McDonald Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2022, closing a stake of 7 shares — an estimated $355 sold.

McDonald Partners first reported a position in FLOT in Q4 2021 and held it in 1 quarter. The position peaked at $355 in Q4 2021. 644 funds tracked by Wall St. Rank hold FLOT as of Q1 2022.

  • McDonald Partners reported no remaining iShares Floating Rate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 7 iShares Floating Rate Bond ETF shares in Q1 2022, an estimated $355.
  • McDonald Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares Floating Rate Bond ETF position peaked at $355 in Q4 2021.
  • 644 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.