Plante Moran Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Plante Moran Financial 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
2024 Q2	–	Sell	-313	Closed	-$16K	–	818
2024 Q1	$16K	Buy	+313	New	+$15.9K	﹤0.01%	533
2022 Q4	–	Sell	-592	Closed	-$30K	–	900
2022 Q3	$30K	Buy	+592	New	+$29.7K	0.01%	388
2020 Q2	–	Sell	-195	Closed	-$10K	–	781
2020 Q1	$10K	Buy	+195	New	+$9.76K	﹤0.01%	494
2019 Q4	–	Sell	-730	Closed	-$37K	–	801
2019 Q3	$37K	Buy	730 +616	+540%	+$31.3K	0.01%	392
2019 Q2	$6K	Buy	+114	New	+$5.8K	﹤0.01%	621
2019 Q1	–	Sell	-50	Closed	-$3K	–	828
2018 Q4	$3K	Buy	+50	New	+$2.54K	﹤0.01%	652
2017 Q1	–	Sell	-44	Closed	-$2K	–	918
2016 Q4	$2K	Buy	+44	New	+$2.23K	﹤0.01%	850

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Plante Moran Financial Advisors's FLOT Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2024, closing a stake of 313 shares — an estimated $16K sold.

Plante Moran Financial Advisors first reported a position in FLOT in Q4 2016 and held it in 7 quarters. The position peaked at $37K in Q3 2019. 623 funds tracked by Wall St. Rank hold FLOT as of Q2 2024.

Plante Moran Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 313 iShares Floating Rate Bond ETF shares in Q2 2024, an estimated $16K.
Plante Moran Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2016 and held it in 7 quarters.
Plante Moran Financial Advisors's iShares Floating Rate Bond ETF position peaked at $37K in Q3 2019.
623 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.