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Pinnacle Private Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Pinnacle Private Wealth’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
Q2 		$1.14M Buy
22,866
+3,300
+17% +$166K 0.45% 61
2022
Q1 		$988K Buy
19,566
+11,800
+152% +$597K 0.31% 78
2021
Q4 		$394K Buy
+7,766
New +$394K 0.12% 175

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Private Wealth's FLOT Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Floating Rate Bond ETF (FLOT) stake by 17% in Q2 2022, buying an estimated $166K and bringing the position to 22,866 shares worth $1.14M. The position accounts for 0.45% of the portfolio, ranked #61.

Pinnacle Private Wealth first reported a position in FLOT in Q4 2021 and has held it in 3 quarters since. 667 funds tracked by Wall St. Rank hold FLOT as of Q2 2022.

  • Pinnacle Private Wealth held 22,866 shares of iShares Floating Rate Bond ETF worth $1.14M as of Q2 2022.
  • Pinnacle Private Wealth bought 3,300 iShares Floating Rate Bond ETF shares in Q2 2022, an estimated $166K.
  • iShares Floating Rate Bond ETF made up 0.45% of Pinnacle Private Wealth's portfolio in Q2 2022, its #61 holding.
  • Pinnacle Private Wealth first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 667 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.