Sutton Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Sutton Wealth Advisors’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 Q4	–	Sell	-32	Closed	-$1.63K	–	1674
2021 Q3	$1.63K	Hold	32	–	–	﹤0.01%	1197
2021 Q2	$1.63K	Hold	32	–	–	﹤0.01%	1187
2021 Q1	$1.63K	Hold	32	–	–	﹤0.01%	1163
2020 Q4	$1.62K	Hold	32	–	–	﹤0.01%	1135
2020 Q3	$1.62K	Hold	32	–	–	﹤0.01%	1090
2020 Q2	$1.62K	Sell	32 -98	-75%	-$4.9K	﹤0.01%	1079
2020 Q1	$6.34K	Sell	130 -836	-87%	-$41.8K	﹤0.01%	770
2019 Q4	$49.2K	Hold	966	–	–	0.03%	312
2019 Q3	$49.2K	Hold	966	–	–	0.03%	312
2019 Q2	$49.2K	Hold	966	–	–	0.03%	310
2019 Q1	$49.2K	Hold	966	–	–	0.03%	299
2018 Q4	$48.6K	Sell	966 -324	-25%	-$16.4K	0.03%	279
2018 Q3	$65.8K	Buy	1,290 +324	+34%	+$16.5K	0.04%	243
2018 Q2	$49.3K	Hold	966	–	–	0.03%	289
2018 Q1	$49.2K	Hold	966	–	–	0.04%	274
2017 Q4	$49.1K	Hold	966	–	–	0.04%	276
2017 Q3	$49.2K	Hold	966	–	–	0.04%	271
2017 Q2	$49.2K	Sell	966 -59	-6%	-$3K	0.04%	265
2017 Q1	$52.1K	Hold	1,025	–	–	0.04%	253
2016 Q4	$52K	Hold	1,025	–	–	0.05%	260
2016 Q3	$52K	Sell	1,025 -919	-47%	-$46.6K	0.05%	249
2016 Q2	$98.4K	Hold	1,944	–	–	0.09%	177
2016 Q1	$98K	Buy	+1,944	New	+$97.8K	0.09%	177

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Wealth Advisors's FLOT Position: Q4 2021 in Review

Sutton Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2021, closing a stake of 32 shares — an estimated $1.63K sold.

Sutton Wealth Advisors first reported a position in FLOT in Q1 2016 and held it in 23 quarters. The position peaked at $98.4K in Q2 2016. 587 funds tracked by Wall St. Rank hold FLOT as of Q4 2021.

Sutton Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 32 iShares Floating Rate Bond ETF shares in Q4 2021, an estimated $1.63K.
Sutton Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2016 and held it in 23 quarters.
Sutton Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $98.4K in Q2 2016.
587 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2021.

Based on Sutton Wealth Advisors's 13F filing for Q4 2021, filed 7 Nov 2023.