Peak Planning Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Peak Planning 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
2022 Q4	–	Sell	-16,413	Closed	-$825K	–	82
2022 Q3	$825K	Sell	16,413 -3,827	-19%	-$192K	0.76%	32
2022 Q2	$1.01M	Buy	+20,240	New	+$1.02M	0.85%	25
2021 Q4	$817K	Sell	16,098 -3,133	-16%	-$159K	0.6%	30
2021 Q3	$978K	Buy	+19,231	New	+$977K	0.84%	27
2021 Q1	$897K	Buy	+17,665	New	+$897K	0.88%	26

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peak Planning Group's FLOT Position: Q4 2022 in Review

Peak Planning Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2022, closing a stake of 16,413 shares — an estimated $825K sold.

Peak Planning Group first reported a position in FLOT in Q1 2021 and held it in 5 quarters. The position peaked at $1.01M in Q2 2022. 683 funds tracked by Wall St. Rank hold FLOT as of Q4 2022.

Peak Planning Group reported no remaining iShares Floating Rate Bond ETF position as of Q4 2022 after selling out during the quarter.
Peak Planning Group sold 16,413 iShares Floating Rate Bond ETF shares in Q4 2022, an estimated $825K.
Peak Planning Group first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and held it in 5 quarters.
Peak Planning Group's iShares Floating Rate Bond ETF position peaked at $1.01M in Q2 2022.
683 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2022.

Based on Peak Planning Group's 13F filing for Q4 2022, filed 26 May 2026.