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

WealthShield’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
2017
Q4 		$494K Buy
+9,717
New +$495K 0.3% 68

Other funds holding FLOT

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return