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

Significant 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
2024
Q2 		– Sell
-14,959
Closed -$764K – 96
2024
Q1 		$764K Buy
+14,959
New +$761K 0.5% 56

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BlackRock
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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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Significant Wealth Partners's FLOT Position: Q2 2024 in Review

Significant Wealth Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2024, closing a stake of 14,959 shares — an estimated $764K sold.

Significant Wealth Partners first reported a position in FLOT in Q1 2024 and held it in 1 quarter. The position peaked at $764K in Q1 2024. 623 funds tracked by Wall St. Rank hold FLOT as of Q2 2024.

  • Significant Wealth Partners reported no remaining iShares Floating Rate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 14,959 iShares Floating Rate Bond ETF shares in Q2 2024, an estimated $764K.
  • Significant Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's iShares Floating Rate Bond ETF position peaked at $764K in Q1 2024.
  • 623 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.