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Wealthstreet Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Wealthstreet Investment Advisors’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
-5,261
Closed -$268K – 317
2019
Q4 		$268K Hold
5,261
– – 0.03% 300
2019
Q3 		$269K Sell
5,261
-4,000
-43% -$204K 0.03% 295
2019
Q2 		$472K Buy
9,261
+402
+5% +$20.4K 0.06% 231
2019
Q1 		$451K Buy
+8,859
New +$449K 0.06% 239

Other funds holding FLOT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $445B AUM 25.58% 1-Year Est. Return

Wealthstreet Investment Advisors's FLOT Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2020, closing a stake of 5,261 shares — an estimated $268K sold.

Wealthstreet Investment Advisors first reported a position in FLOT in Q1 2019 and held it in 4 quarters. The position peaked at $472K in Q2 2019. 476 funds tracked by Wall St. Rank hold FLOT as of Q1 2020.

  • Wealthstreet Investment Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,261 iShares Floating Rate Bond ETF shares in Q1 2020, an estimated $268K.
  • Wealthstreet Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2019 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's iShares Floating Rate Bond ETF position peaked at $472K in Q2 2019.
  • 476 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.