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

Tiedemann 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
2020
Q2 		– Sell
-5,331
Closed -$260K – 300
2020
Q1 		$260K Sell
5,331
-846
-14% -$42.3K 0.02% 249
2019
Q4 		$315K Buy
6,177
+846
+16% +$43.1K 0.02% 239
2019
Q3 		$272K Hold
5,331
– – 0.01% 263
2019
Q2 		$272K Sell
5,331
-4,000
-43% -$203K 0.01% 247
2019
Q1 		$476K Hold
9,331
– – 0.02% 306
2018
Q4 		$470K Buy
9,331
+60
+0.6% +$3.04K 0.02% 293
2018
Q3 		$473K Hold
9,271
– – 0.03% 234
2018
Q2 		$473K Buy
+9,271
New +$473K 0.03% 229

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tiedemann Advisors's FLOT Position: Q2 2020 in Review

Tiedemann Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2020, closing a stake of 5,331 shares — an estimated $260K sold.

Tiedemann Advisors first reported a position in FLOT in Q2 2018 and held it in 8 quarters. The position peaked at $476K in Q1 2019. 455 funds tracked by Wall St. Rank hold FLOT as of Q2 2020.

  • Tiedemann Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 5,331 iShares Floating Rate Bond ETF shares in Q2 2020, an estimated $260K.
  • Tiedemann Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2018 and held it in 8 quarters.
  • Tiedemann Advisors's iShares Floating Rate Bond ETF position peaked at $476K in Q1 2019.
  • 455 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2020.

Based on Tiedemann Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.