Sunflower Bank Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	$1.55M	Sell	30,515 -135	-0.4%	-$6.84K	0.52%	30
2020 Q2	$1.55M	Sell	30,650 -14,395	-32%	-$720K	0.52%	26
2020 Q1	$2.19M	Sell	45,045 -126,720	-74%	-$6.34M	0.83%	21
2019 Q4	$8.74M	Buy	171,765 +3,760	+2%	+$192K	2.67%	8
2019 Q3	$8.56M	Sell	168,005 -46,283	-22%	-$2.36M	2.74%	8
2019 Q2	$10.9M	Buy	214,288 +1,880	+0.9%	+$95.6K	3.52%	5
2019 Q1	$10.8M	Buy	212,408 +4,635	+2%	+$235K	3.26%	4
2018 Q4	$10.5M	Sell	207,773 -1,555	-0.7%	-$78.9K	3.35%	5
2018 Q3	$10.7M	Sell	209,328 -16,295	-7%	-$831K	3.01%	6
2018 Q2	$11.5M	Buy	225,623 +176,100	+356%	+$8.98M	3.36%	5
2018 Q1	$2.52M	Buy	49,523 +43,093	+670%	+$2.2M	0.7%	29
2017 Q4	$327K	Buy	+6,430	New	+$327K	0.09%	107

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sunflower Bank Wealth Management's FLOT Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 0.44% in Q3 2020, selling an estimated $6.84K and leaving 30,515 shares worth $1.55M. The position accounts for 0.52% of the portfolio, ranked #30.

Sunflower Bank Wealth Management first reported a position in FLOT in Q4 2017 and has held it in 12 quarters since. The position peaked at $11.5M in Q2 2018. 460 funds tracked by Wall St. Rank hold FLOT as of Q3 2020.

Sunflower Bank Wealth Management held 30,515 shares of iShares Floating Rate Bond ETF worth $1.55M as of Q3 2020.
Sunflower Bank Wealth Management sold 135 iShares Floating Rate Bond ETF shares in Q3 2020, an estimated $6.84K.
iShares Floating Rate Bond ETF made up 0.52% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #30 holding.
Sunflower Bank Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's iShares Floating Rate Bond ETF position peaked at $11.5M in Q2 2018.
460 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.