NFP
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Novak Financial Planning’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Novak Financial Planning’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
Q2 		$978K Buy
19,253
+7
+0% +$355 0.48% 64
2021
Q1 		$977K Buy
19,246
+2,365
+14% +$120K 0.54% 62
2020
Q4 		$856K Buy
+16,881
New +$856K 0.5% 58

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Novak Financial Planning's FLOT Position: Q2 2021 in Review

Novak Financial Planning increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.04% in Q2 2021, buying an estimated $355 and bringing the position to 19,253 shares worth $978K. The position accounts for 0.48% of the portfolio, ranked #64.

Novak Financial Planning first reported a position in FLOT in Q4 2020 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold FLOT as of Q2 2021.

  • Novak Financial Planning held 19,253 shares of iShares Floating Rate Bond ETF worth $978K as of Q2 2021.
  • Novak Financial Planning bought 7 iShares Floating Rate Bond ETF shares in Q2 2021, an estimated $355.
  • iShares Floating Rate Bond ETF made up 0.48% of Novak Financial Planning's portfolio in Q2 2021, its #64 holding.
  • Novak Financial Planning first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.