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Stone House Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Stone House Investment Management’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
2019
Q2 		– Sell
-700
Closed -$36K – 89
2019
Q1 		$36K Buy
+700
New +$35.5K 0.02% 107
2018
Q4 		– Sell
-198,371
Closed -$10.1M – 50
2018
Q3 		$10.1M Buy
198,371
+87,615
+79% +$4.47M 5.81% 4
2018
Q2 		$5.65M Buy
110,756
+7,725
+7% +$394K 3.6% 11
2018
Q1 		$5.25M Sell
103,031
-27,059
-21% -$1.38M 3.41% 12
2017
Q4 		$6.61M Sell
130,090
-11,905
-8% -$606K 4.47% 8
2017
Q3 		$7.23M Sell
141,995
-7,685
-5% -$391K 5.15% 7
2017
Q2 		$7.62M Buy
149,680
+4,368
+3% +$222K 5.48% 5
2017
Q1 		$7.39M Buy
+145,312
New +$7.38M 5.54% 5

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Stone House Investment Management's FLOT Position: Q2 2019 in Review

Stone House Investment Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2019, closing a stake of 700 shares — an estimated $36K sold.

Stone House Investment Management first reported a position in FLOT in Q1 2017 and held it in 8 quarters. The position peaked at $10.1M in Q3 2018. 520 funds tracked by Wall St. Rank hold FLOT as of Q2 2019.

  • Stone House Investment Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 700 iShares Floating Rate Bond ETF shares in Q2 2019, an estimated $36K.
  • Stone House Investment Management first reported a position in iShares Floating Rate Bond ETF in Q1 2017 and held it in 8 quarters.
  • Stone House Investment Management's iShares Floating Rate Bond ETF position peaked at $10.1M in Q3 2018.
  • 520 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.