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Wealthfront’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-23
Closed -$1K – 543
2015
Q3 		$1K Hold
23
– – ﹤0.01% 1199
2015
Q2 		$1K Hold
23
– – ﹤0.01% 1236
2015
Q1 		$1K Hold
23
– – ﹤0.01% 1094
2014
Q4 		$1K Hold
23
– – ﹤0.01% 622
2014
Q3 		$1K Buy
+23
New +$1.17K ﹤0.01% 638

Other funds holding FLOT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront's FLOT Position: Q4 2015 in Review

Wealthfront sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2015, closing a stake of 23 shares — an estimated $1K sold.

Wealthfront first reported a position in FLOT in Q3 2014 and held it in 5 quarters. The position peaked at $1K in Q3 2015. 226 funds tracked by Wall St. Rank hold FLOT as of Q4 2015.

  • Wealthfront reported no remaining iShares Floating Rate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 23 iShares Floating Rate Bond ETF shares in Q4 2015, an estimated $1K.
  • Wealthfront first reported a position in iShares Floating Rate Bond ETF in Q3 2014 and held it in 5 quarters.
  • Wealthfront's iShares Floating Rate Bond ETF position peaked at $1K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.