MinichMacGregor Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

MinichMacGregor Wealth 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 Q4	–	Sell	-35,571	Closed	-$1.81M	–	90
2021 Q3	$1.81M	Buy	35,571 +1,318	+4%	+$66.9K	0.61%	32
2021 Q2	$1.74M	Sell	34,253 -5,732	-14%	-$291K	0.61%	34
2021 Q1	$2.03M	Buy	+39,985	New	+$2.03M	0.76%	31
2020 Q2	–	Sell	-65,407	Closed	-$3.25M	–	80
2020 Q1	$3.25M	Buy	+65,407	New	+$3.27M	2.92%	4

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

AWMS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management's FLOT Position: Q4 2021 in Review

MinichMacGregor Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2021, closing a stake of 35,571 shares — an estimated $1.81M sold.

MinichMacGregor Wealth Management first reported a position in FLOT in Q1 2020 and held it in 4 quarters. The position peaked at $3.25M in Q1 2020. 587 funds tracked by Wall St. Rank hold FLOT as of Q4 2021.

MinichMacGregor Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2021 after selling out during the quarter.
MinichMacGregor Wealth Management sold 35,571 iShares Floating Rate Bond ETF shares in Q4 2021, an estimated $1.81M.
MinichMacGregor Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2020 and held it in 4 quarters.
MinichMacGregor Wealth Management's iShares Floating Rate Bond ETF position peaked at $3.25M in Q1 2020.
587 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2021.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.