Truepoint Inc’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-4,824	Closed	-$242K	–	61
2019 Q4	$242K	Buy	+4,824	New	+$246K	0.02%	107

Other funds holding FLOT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Truepoint Inc's FLOT Position: Q1 2020 in Review

Truepoint Inc sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2020, closing a stake of 4,824 shares — an estimated $242K sold.

Truepoint Inc first reported a position in FLOT in Q4 2019 and held it in 1 quarter. The position peaked at $242K in Q4 2019. 478 funds tracked by Wall St. Rank hold FLOT as of Q1 2020.

Truepoint Inc reported no remaining iShares Floating Rate Bond ETF position as of Q1 2020 after selling out during the quarter.
Truepoint Inc sold 4,824 iShares Floating Rate Bond ETF shares in Q1 2020, an estimated $242K.
Truepoint Inc first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and held it in 1 quarter.
Truepoint Inc's iShares Floating Rate Bond ETF position peaked at $242K in Q4 2019.
478 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2020.

Based on Truepoint Inc's 13F filing for Q1 2020, filed 13 May 2020.