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Tower View Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Tower View 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
2021
Q4 		– Sell
-200
Closed -$10K – 204
2021
Q3 		$10K Buy
+200
New +$10.2K 0.01% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tower View Wealth Management's FLOT Position: Q4 2021 in Review

Tower View Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2021, closing a stake of 200 shares — an estimated $10K sold.

Tower View Wealth Management first reported a position in FLOT in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 587 funds tracked by Wall St. Rank hold FLOT as of Q4 2021.

  • Tower View Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 200 iShares Floating Rate Bond ETF shares in Q4 2021, an estimated $10K.
  • Tower View Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's iShares Floating Rate Bond ETF position peaked at $10K in Q3 2021.
  • 587 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.