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Moss Adams Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Moss Adams Wealth Advisors’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
2023
Q2 		– Sell
-114
Closed -$5.75K – 153
2023
Q1 		$5.75K Buy
+114
New +$5.75K ﹤0.01% 143

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moss Adams Wealth Advisors's FLOT Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2023, closing a stake of 114 shares — an estimated $5.75K sold.

Moss Adams Wealth Advisors first reported a position in FLOT in Q1 2023 and held it in 1 quarter. The position peaked at $5.75K in Q1 2023. 611 funds tracked by Wall St. Rank hold FLOT as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 114 iShares Floating Rate Bond ETF shares in Q2 2023, an estimated $5.75K.
  • Moss Adams Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $5.75K in Q1 2023.
  • 611 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.