MFG
FLOT icon

Monumental Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Monumental Financial Group’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
Q3 		$6.57M Sell
128,813
-70,891
-35% -$3.61M 2.44% 12
2024
Q2 		$10.2M Buy
199,704
+92,837
+87% +$4.73M 4.45% 9
2024
Q1 		$5.46M Sell
106,867
-1,841
-2% -$93.7K 2.9% 12
2023
Q4 		$5.5M Buy
108,708
+72,320
+199% +$3.67M 3.28% 10
2023
Q3 		$1.85M Buy
36,388
+1,433
+4% +$72.7K 1.23% 17
2023
Q2 		$1.78M Buy
34,955
+2,314
+7% +$117K 1.2% 19
2023
Q1 		$1.65M Buy
32,641
+4,882
+18% +$246K 1.18% 16
2022
Q4 		$1.4M Buy
27,759
+4,888
+21% +$245K 1.13% 16
2022
Q3 		$1.15M Sell
22,871
-1,896
-8% -$95.2K 1.09% 16
2022
Q2 		$1.24M Buy
+24,767
New +$1.25M 1.14% 19

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return