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

Resurgent 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 Q1	–	Sell	-1,923	Closed	-$97.3K	–	289
2023 Q4	$97.3K	Sell	1,923 -991	-34%	-$50.2K	0.06%	250
2023 Q3	$148K	Sell	2,914 -3	-0.1%	-$152	0.1%	183
2023 Q2	$148K	Sell	2,917 -172	-6%	-$8.69K	0.1%	183
2023 Q1	$156K	Sell	3,089 -71	-2%	-$3.58K	0.1%	178
2022 Q4	$159K	Buy	+3,160	New	+$159K	0.08%	233

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Resurgent Financial Advisors's FLOT Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2024, closing a stake of 1,923 shares — an estimated $97.3K sold.

Resurgent Financial Advisors first reported a position in FLOT in Q4 2022 and held it in 5 quarters. The position peaked at $159K in Q4 2022. 604 funds tracked by Wall St. Rank hold FLOT as of Q1 2024.

Resurgent Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 1,923 iShares Floating Rate Bond ETF shares in Q1 2024, an estimated $97.3K.
Resurgent Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's iShares Floating Rate Bond ETF position peaked at $159K in Q4 2022.
604 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.