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ShoreHaven Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

ShoreHaven Wealth Partners’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
Q1 		– Sell
-46,474
Closed -$2.34M – 75
2022
Q4 		$2.34M Buy
46,474
+24,064
+107% +$1.21M 1.65% 14
2022
Q3 		$1.13M Buy
+22,410
New +$1.13M 0.86% 31

Other funds holding FLOT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ShoreHaven Wealth Partners's FLOT Position: Q1 2023 in Review

ShoreHaven Wealth Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2023, closing a stake of 46,474 shares — an estimated $2.34M sold.

ShoreHaven Wealth Partners first reported a position in FLOT in Q3 2022 and held it in 2 quarters. The position peaked at $2.34M in Q4 2022. 639 funds tracked by Wall St. Rank hold FLOT as of Q1 2023.

  • ShoreHaven Wealth Partners reported no remaining iShares Floating Rate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 46,474 iShares Floating Rate Bond ETF shares in Q1 2023, an estimated $2.34M.
  • ShoreHaven Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q3 2022 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's iShares Floating Rate Bond ETF position peaked at $2.34M in Q4 2022.
  • 639 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2023, filed 14 Apr 2023.