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Mine & Arao Wealth Creation & Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-125
Closed -$6.4K – 174
2024
Q1 		$6.4K Buy
125
+1
+0.8% +$51 ﹤0.01% 237
2023
Q4 		$6.28K Buy
124
+2
+2% +$101 ﹤0.01% 243
2023
Q3 		$6.19K Buy
122
+2
+2% +$101 ﹤0.01% 240
2023
Q2 		$6.1K Buy
120
+2
+2% +$101 ﹤0.01% 253
2023
Q1 		$5.96K Buy
118
+1
+0.9% +$50 ﹤0.01% 252
2022
Q4 		$5.9K Buy
117
+1
+0.9% +$50 ﹤0.01% 250
2022
Q3 		$6K Buy
116
+1
+0.9% +$50 ﹤0.01% 255
2022
Q2 		$6K Hold
115
– – ﹤0.01% 255
2022
Q1 		$6K Hold
115
– – ﹤0.01% 262
2021
Q4 		$6K Hold
115
– – ﹤0.01% 262
2021
Q3 		$6K Hold
115
– – ﹤0.01% 244
2021
Q2 		$6K Hold
115
– – ﹤0.01% 238
2021
Q1 		$6K Buy
115
+1
+0.9% +$51 ﹤0.01% 230
2020
Q4 		$6K Hold
114
– – ﹤0.01% 229
2020
Q3 		$6K Buy
+114
New +$5.77K ﹤0.01% 216

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's FLOT Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2024, closing a stake of 125 shares — an estimated $6.4K sold.

Mine & Arao Wealth Creation & Management first reported a position in FLOT in Q3 2020 and held it in 15 quarters. The position peaked at $6.4K in Q1 2024. 623 funds tracked by Wall St. Rank hold FLOT as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 125 iShares Floating Rate Bond ETF shares in Q2 2024, an estimated $6.4K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Floating Rate Bond ETF in Q3 2020 and held it in 15 quarters.
  • Mine & Arao Wealth Creation & Management's iShares Floating Rate Bond ETF position peaked at $6.4K in Q1 2024.
  • 623 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.