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

Wilshire 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
2022 Q2	–	Sell	-90,912	Closed	-$4.59M	–	12
2022 Q1	$4.59M	Buy	+90,912	New	+$4.6M	2.05%	7
2019 Q2	–	Sell	-44,320	Closed	-$2.26M	–	26
2019 Q1	$2.26M	Buy	44,320 +160	+0.4%	+$8.11K	2.12%	18
2018 Q4	$2.22M	Sell	44,160 -4,570	-9%	-$232K	2.34%	16
2018 Q3	$2.49M	Buy	48,730 +1,330	+3%	+$67.8K	2.35%	16
2018 Q2	$2.42M	Buy	47,400 +695	+1%	+$35.4K	2.28%	16
2018 Q1	$2.38M	Buy	46,705 +1,680	+4%	+$85.6K	2.22%	15
2017 Q4	$2.29M	Sell	45,025 -1,385	-3%	-$70.5K	2.13%	16
2017 Q3	$2.37M	Buy	46,410 +17,710	+62%	+$901K	2.1%	16
2017 Q2	$1.46M	Buy	+28,700	New	+$1.46M	1.27%	17
2016 Q3	–	Sell	-23,110	Closed	-$1.17M	–	19
2016 Q2	$1.17M	Buy	+23,110	New	+$1.17M	1.02%	17

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wilshire Advisors's FLOT Position: Q2 2022 in Review

Wilshire Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2022, closing a stake of 90,912 shares — an estimated $4.59M sold.

Wilshire Advisors first reported a position in FLOT in Q2 2016 and held it in 10 quarters. The position peaked at $4.59M in Q1 2022. 668 funds tracked by Wall St. Rank hold FLOT as of Q2 2022.

Wilshire Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2022 after selling out during the quarter.
Wilshire Advisors sold 90,912 iShares Floating Rate Bond ETF shares in Q2 2022, an estimated $4.59M.
Wilshire Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2016 and held it in 10 quarters.
Wilshire Advisors's iShares Floating Rate Bond ETF position peaked at $4.59M in Q1 2022.
668 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2022.

Based on Wilshire Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.