RDWM
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Red Door Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Red Door 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
-249
Closed -$12K – 315
2021
Q2 		$12K Buy
+249
New +$12.6K ﹤0.01% 417

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UBS Group
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LPL Financial
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Wells Fargo
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AWMS
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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

Red Door Wealth Management's FLOT Position: Q3 2021 in Review

Red Door Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2021, closing a stake of 249 shares — an estimated $12K sold.

Red Door Wealth Management first reported a position in FLOT in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 528 funds tracked by Wall St. Rank hold FLOT as of Q3 2021.

  • Red Door Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 249 iShares Floating Rate Bond ETF shares in Q3 2021, an estimated $12K.
  • Red Door Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's iShares Floating Rate Bond ETF position peaked at $12K in Q2 2021.
  • 528 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.