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Squar Milner Financial Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Squar Milner Financial Services’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
2020
Q1 		– Sell
-126
Closed -$6K – 798
2019
Q4 		$6K Buy
+126
New +$6.42K ﹤0.01% 624

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UBS Group
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Morgan Stanley
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Wells Fargo
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Royal Bank of Canada
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
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Squar Milner Financial Services's FLOT Position: Q1 2020 in Review

Squar Milner Financial Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2020, closing a stake of 126 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in FLOT in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 478 funds tracked by Wall St. Rank hold FLOT as of Q1 2020.

  • Squar Milner Financial Services reported no remaining iShares Floating Rate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 126 iShares Floating Rate Bond ETF shares in Q1 2020, an estimated $6K.
  • Squar Milner Financial Services first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's iShares Floating Rate Bond ETF position peaked at $6K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.