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

Vance Wealth’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	-4,217	Closed	-$214K	–	60
2021 Q4	$214K	Buy	+4,217	New	+$214K	0.21%	56

Other funds holding FLOT

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

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

Vance Wealth's FLOT Position: Q1 2022 in Review

Vance Wealth sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2022, closing a stake of 4,217 shares — an estimated $214K sold.

Vance Wealth first reported a position in FLOT in Q4 2021 and held it in 1 quarter. The position peaked at $214K in Q4 2021. 645 funds tracked by Wall St. Rank hold FLOT as of Q1 2022.

Vance Wealth reported no remaining iShares Floating Rate Bond ETF position as of Q1 2022 after selling out during the quarter.
Vance Wealth sold 4,217 iShares Floating Rate Bond ETF shares in Q1 2022, an estimated $214K.
Vance Wealth first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and held it in 1 quarter.
Vance Wealth's iShares Floating Rate Bond ETF position peaked at $214K in Q4 2021.
645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2022.

Based on Vance Wealth's 13F filing for Q1 2022, filed 13 May 2022.