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Sandy Spring Bank’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Sandy Spring Bank’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
-1,316
Closed -$67K – 1150
2021
Q2 		$67K Buy
+1,316
New +$66.8K ﹤0.01% 508
2018
Q4 		– Sell
-5,350
Closed -$273K – 780
2018
Q3 		$273K Buy
+5,350
New +$273K 0.02% 270

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

Sandy Spring Bank's FLOT Position: Q3 2021 in Review

Sandy Spring Bank sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2021, closing a stake of 1,316 shares — an estimated $67K sold.

Sandy Spring Bank first reported a position in FLOT in Q3 2018 and held it in 2 quarters. The position peaked at $273K in Q3 2018. 528 funds tracked by Wall St. Rank hold FLOT as of Q3 2021.

  • Sandy Spring Bank reported no remaining iShares Floating Rate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Sandy Spring Bank sold 1,316 iShares Floating Rate Bond ETF shares in Q3 2021, an estimated $67K.
  • Sandy Spring Bank first reported a position in iShares Floating Rate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Sandy Spring Bank's iShares Floating Rate Bond ETF position peaked at $273K in Q3 2018.
  • 528 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2021.

Based on Sandy Spring Bank's 13F filing for Q3 2021, filed 5 Nov 2021.