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Summit Wealth Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Summit Wealth Group’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
2021
Q3 		– Sell
-426
Closed -$22K – 114
2021
Q2 		$22K Hold
426
– – 0.03% 71
2021
Q1 		$22K Buy
+426
New +$21.6K 0.04% 66

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Wealth Group's FLOT Position: Q3 2021 in Review

Summit Wealth Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2021, closing a stake of 426 shares — an estimated $22K sold.

Summit Wealth Group first reported a position in FLOT in Q1 2021 and held it in 2 quarters. The position peaked at $22K in Q2 2021. 528 funds tracked by Wall St. Rank hold FLOT as of Q3 2021.

  • Summit Wealth Group reported no remaining iShares Floating Rate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 426 iShares Floating Rate Bond ETF shares in Q3 2021, an estimated $22K.
  • Summit Wealth Group first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's iShares Floating Rate Bond ETF position peaked at $22K in Q2 2021.
  • 528 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.