RMAM
FLOT icon

Raab & Moskowitz Asset Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-42,067
Closed -$2.14M – 266
2019
Q4 		$2.14M Sell
42,067
-333
-0.8% -$17K 0.85% 44
2019
Q3 		$2.16M Buy
42,400
+3,088
+8% +$157K 0.95% 41
2019
Q2 		$2M Sell
39,312
-225
-0.6% -$11.4K 0.89% 40
2019
Q1 		$2.01M Buy
39,537
+3,302
+9% +$167K 0.92% 39
2018
Q4 		$1.82M Buy
36,235
+11,270
+45% +$572K 0.9% 38
2018
Q3 		$1.27M Buy
24,965
+15,847
+174% +$808K 0.53% 61
2018
Q2 		$465K Buy
9,118
+4,831
+113% +$246K 0.22% 107
2018
Q1 		$218K Buy
+4,287
New +$218K 0.11% 146

Other funds holding FLOT

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return