PFA
FLOT icon

Pinnacle Family Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Pinnacle Family 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
Q1 		– Sell
-73,206
Closed -$3.68M – 101
2022
Q4 		$3.68M Sell
73,206
-4,074
-5% -$205K 2.63% 8
2022
Q3 		$3.88M Sell
77,280
-56,315
-42% -$2.83M 3.37% 10
2022
Q2 		$6.67M Buy
133,595
+9,314
+7% +$469K 5.45% 4
2022
Q1 		$6.28M Buy
+124,281
New +$6.29M 3.34% 8
2020
Q1 		– Sell
-26,807
Closed -$1.36M – 69
2019
Q4 		$1.36M Sell
26,807
-588
-2% -$29.9K 1.23% 24
2019
Q3 		$1.4M Buy
27,395
+1,283
+5% +$65.3K 1.23% 22
2019
Q2 		$1.33M Sell
26,112
-106
-0.4% -$5.39K 1.1% 23
2019
Q1 		$1.33M Sell
26,218
-30,613
-54% -$1.55M 1.19% 27
2018
Q4 		$2.86M Sell
56,831
-6,252
-10% -$317K 1.92% 13
2018
Q3 		$3.22M Sell
63,083
-136,275
-68% -$6.95M 1.7% 15
2018
Q2 		$10.2M Buy
+199,358
New +$10.2M 5.41% 4
2017
Q2 		– Sell
-44,477
Closed -$2.26M – 67
2017
Q1 		$2.26M Buy
+44,477
New +$2.26M 1.4% 14

Other funds holding FLOT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Family Advisors's FLOT Position: Q1 2023 in Review

Pinnacle Family Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2023, closing a stake of 73,206 shares — an estimated $3.68M sold.

Pinnacle Family Advisors first reported a position in FLOT in Q1 2017 and held it in 12 quarters. The position peaked at $10.2M in Q2 2018. 637 funds tracked by Wall St. Rank hold FLOT as of Q1 2023.

  • Pinnacle Family Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 73,206 iShares Floating Rate Bond ETF shares in Q1 2023, an estimated $3.68M.
  • Pinnacle Family Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2017 and held it in 12 quarters.
  • Pinnacle Family Advisors's iShares Floating Rate Bond ETF position peaked at $10.2M in Q2 2018.
  • 637 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2023.

Based on Pinnacle Family Advisors's 13F filing for Q1 2023, filed 15 May 2023.