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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthShield's FLOT Position: Q4 2017 in Review

WealthShield opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q4 2017: 9,717 shares worth $494K. The stake represents 0.3% of the portfolio and ranks #68 among its holdings.

392 funds tracked by Wall St. Rank hold FLOT as of Q4 2017.

  • WealthShield held 9,717 shares of iShares Floating Rate Bond ETF worth $494K as of Q4 2017.
  • iShares Floating Rate Bond ETF was a new WealthShield position in Q4 2017.
  • iShares Floating Rate Bond ETF made up 0.3% of WealthShield's portfolio in Q4 2017, its #68 holding.
  • 392 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.