PWM
FLOT icon

PRW Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-8,590
Closed -$437K – 161
2021
Q2 		$437K Buy
+8,590
New +$436K 0.13% 171

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PRW Wealth Management's FLOT Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2021, closing a stake of 8,590 shares — an estimated $437K sold.

PRW Wealth Management first reported a position in FLOT in Q2 2021 and held it in 1 quarter. The position peaked at $437K in Q2 2021. 528 funds tracked by Wall St. Rank hold FLOT as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 8,590 iShares Floating Rate Bond ETF shares in Q3 2021, an estimated $437K.
  • PRW Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares Floating Rate Bond ETF position peaked at $437K in Q2 2021.
  • 528 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.