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

Selective 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
2022 Q4	–	Sell	-5,489	Closed	-$276K	–	330
2022 Q3	$276K	Sell	5,489 -5,996	-52%	-$301K	0.12%	97
2022 Q2	$573K	Buy	11,485 +3,569	+45%	+$180K	0.2%	66
2022 Q1	$400K	Buy	7,916 +7,819	+8,061%	+$396K	0.15%	79
2021 Q4	$5K	Hold	97	–	–	﹤0.01%	545
2021 Q3	$5K	Hold	97	–	–	﹤0.01%	486
2021 Q2	$5K	Buy	+97	New	+$4.93K	﹤0.01%	399

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Selective Wealth Management's FLOT Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2022, closing a stake of 5,489 shares — an estimated $276K sold.

Selective Wealth Management first reported a position in FLOT in Q2 2021 and held it in 6 quarters. The position peaked at $573K in Q2 2022. 682 funds tracked by Wall St. Rank hold FLOT as of Q4 2022.

Selective Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 5,489 iShares Floating Rate Bond ETF shares in Q4 2022, an estimated $276K.
Selective Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's iShares Floating Rate Bond ETF position peaked at $573K in Q2 2022.
682 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.