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RAFFA WEALTH MANAGEMENT, LLC’s iShares Floating Rate Bond ETF FLOT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-2,740
Closed -$140K – 874
2019
Q4 		$140K Hold
2,740
– – 0.05% 86
2019
Q3 		$140K Buy
+2,740
New +$139K 0.05% 84

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BlackRock
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FLOT Position: Q1 2020 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2020, closing a stake of 2,740 shares — an estimated $140K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FLOT in Q3 2019 and held it in 2 quarters. The position peaked at $140K in Q3 2019. 478 funds tracked by Wall St. Rank hold FLOT as of Q1 2020.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Floating Rate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 2,740 iShares Floating Rate Bond ETF shares in Q1 2020, an estimated $140K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Floating Rate Bond ETF in Q3 2019 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Floating Rate Bond ETF position peaked at $140K in Q3 2019.
  • 478 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2020.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2020, filed 27 Jul 2026.