TCWM
FLOT icon

Total Clarity Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Total Clarity 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
2024
Q4 		– Sell
-5,046
Closed -$258K – 279
2024
Q3 		$258K Buy
5,046
+1,045
+26% +$53.2K 0.08% 215
2024
Q2 		$204K Buy
+4,001
New +$204K 0.07% 232

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Total Clarity Wealth Management's FLOT Position: Q4 2024 in Review

Total Clarity Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2024, closing a stake of 5,046 shares — an estimated $258K sold.

Total Clarity Wealth Management first reported a position in FLOT in Q2 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q4 2024.

  • Total Clarity Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 5,046 iShares Floating Rate Bond ETF shares in Q4 2024, an estimated $258K.
  • Total Clarity Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Total Clarity Wealth Management's iShares Floating Rate Bond ETF position peaked at $258K in Q3 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2024.

Based on Total Clarity Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.