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Strategic Investment Solutions’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Strategic Investment Solutions’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
Q2 		– Sell
-510
Closed -$25.7K – 911
2023
Q1 		$25.7K Buy
+510
New +$25.7K 0.01% 495

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Franklin Resources
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UBS Group
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NYLIM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Investment Solutions's FLOT Position: Q2 2023 in Review

Strategic Investment Solutions sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2023, closing a stake of 510 shares — an estimated $25.7K sold.

Strategic Investment Solutions first reported a position in FLOT in Q1 2023 and held it in 1 quarter. The position peaked at $25.7K in Q1 2023. 611 funds tracked by Wall St. Rank hold FLOT as of Q2 2023.

  • Strategic Investment Solutions reported no remaining iShares Floating Rate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 510 iShares Floating Rate Bond ETF shares in Q2 2023, an estimated $25.7K.
  • Strategic Investment Solutions first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's iShares Floating Rate Bond ETF position peaked at $25.7K in Q1 2023.
  • 611 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2023.

Based on Strategic Investment Solutions's 13F filing for Q2 2023, filed 15 Aug 2023.