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Trail Ridge Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Trail Ridge Investment 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
2022
Q1 		– Sell
-7,062
Closed -$358K – 137
2021
Q4 		$358K Buy
+7,062
New +$358K 0.22% 106

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trail Ridge Investment Advisors's FLOT Position: Q1 2022 in Review

Trail Ridge Investment Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2022, closing a stake of 7,062 shares — an estimated $358K sold.

Trail Ridge Investment Advisors first reported a position in FLOT in Q4 2021 and held it in 1 quarter. The position peaked at $358K in Q4 2021. 645 funds tracked by Wall St. Rank hold FLOT as of Q1 2022.

  • Trail Ridge Investment Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 7,062 iShares Floating Rate Bond ETF shares in Q1 2022, an estimated $358K.
  • Trail Ridge Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Trail Ridge Investment Advisors's iShares Floating Rate Bond ETF position peaked at $358K in Q4 2021.
  • 645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.