SWA
FLOT icon

Sightline Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Sightline Wealth 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
2022
Q4 		– Sell
-7,631
Closed -$382K – 63
2022
Q3 		$382K Sell
7,631
-9,493
-55% -$477K 0.45% 35
2022
Q2 		$854K Sell
17,124
-1,940
-10% -$97.7K 0.83% 20
2022
Q1 		$963K Sell
19,064
-1,654
-8% -$83.7K 0.8% 19
2021
Q4 		$1.05M Buy
20,718
+2,120
+11% +$108K 0.94% 16
2021
Q3 		$946K Hold
18,598
– – 0.79% 19
2021
Q2 		$945K Sell
18,598
-45
-0.2% -$2.29K 0.78% 19
2021
Q1 		$947K Buy
18,643
+411
+2% +$20.9K 0.88% 17
2020
Q4 		$925K Buy
+18,232
New +$925K 0.91% 16

Other funds holding FLOT

Bank of America
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return