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Seven Springs Wealth Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Seven Springs Wealth Group’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
2023
Q2 		– Sell
-169,146
Closed -$8.52M – 64
2023
Q1 		$8.52M Buy
169,146
+4,356
+3% +$220K 4.21% 4
2022
Q4 		$8.29M Buy
164,790
+5,308
+3% +$266K 4.01% 4
2022
Q3 		$8.02M Buy
159,482
+124,310
+353% +$6.24M 4.36% 4
2022
Q2 		$1.76M Buy
35,172
+17,916
+104% +$902K 0.88% 18
2022
Q1 		$872K Buy
+17,256
New +$874K 0.41% 27

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Seven Springs Wealth Group's FLOT Position: Q2 2023 in Review

Seven Springs Wealth Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2023, closing a stake of 169,146 shares — an estimated $8.52M sold.

Seven Springs Wealth Group first reported a position in FLOT in Q1 2022 and held it in 5 quarters. The position peaked at $8.52M in Q1 2023. 611 funds tracked by Wall St. Rank hold FLOT as of Q2 2023.

  • Seven Springs Wealth Group reported no remaining iShares Floating Rate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Seven Springs Wealth Group sold 169,146 iShares Floating Rate Bond ETF shares in Q2 2023, an estimated $8.52M.
  • Seven Springs Wealth Group first reported a position in iShares Floating Rate Bond ETF in Q1 2022 and held it in 5 quarters.
  • Seven Springs Wealth Group's iShares Floating Rate Bond ETF position peaked at $8.52M in Q1 2023.
  • 611 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2023.

Based on Seven Springs Wealth Group's 13F filing for Q2 2023, filed 31 Jul 2023.