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

USAdvisors 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
2019 Q3	–	Sell	-13,692	Closed	-$697	–	61
2019 Q2	$697	Sell	13,692 -35	-0.3%	-$1.78K	0.3%	22
2019 Q1	$699K	Sell	13,727 -1,293	-9%	-$65.6K	0.5%	21
2018 Q4	$756K	Sell	15,020 -91	-0.6%	-$4.62K	0.62%	19
2018 Q3	$771K	Buy	15,111 +1,954	+15%	+$99.6K	0.55%	21
2018 Q2	$671K	Sell	13,157 -12,485	-49%	-$636K	0.51%	26
2018 Q1	$1.31M	Buy	25,642 +21,517	+522%	+$1.1M	1.04%	16
2017 Q4	$210K	Buy	+4,125	New	+$210K	0.18%	54

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

USAdvisors Wealth Management's FLOT Position: Q3 2019 in Review

USAdvisors Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2019, closing a stake of 13,692 shares — an estimated $697 sold.

USAdvisors Wealth Management first reported a position in FLOT in Q4 2017 and held it in 7 quarters. The position peaked at $1.31M in Q1 2018. 488 funds tracked by Wall St. Rank hold FLOT as of Q3 2019.

USAdvisors Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2019 after selling out during the quarter.
USAdvisors Wealth Management sold 13,692 iShares Floating Rate Bond ETF shares in Q3 2019, an estimated $697.
USAdvisors Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and held it in 7 quarters.
USAdvisors Wealth Management's iShares Floating Rate Bond ETF position peaked at $1.31M in Q1 2018.
488 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2019.

Based on USAdvisors Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.