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WR Wealth Planners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

WR Wealth Planners’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
-208
Closed -$10.5K – 531
2022
Q1 		$10.5K Buy
+208
New +$10.5K 0.01% 293

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's FLOT Position: Q2 2022 in Review

WR Wealth Planners sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2022, closing a stake of 208 shares — an estimated $10.5K sold.

WR Wealth Planners first reported a position in FLOT in Q1 2022 and held it in 1 quarter. The position peaked at $10.5K in Q1 2022. 668 funds tracked by Wall St. Rank hold FLOT as of Q2 2022.

  • WR Wealth Planners reported no remaining iShares Floating Rate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WR Wealth Planners sold 208 iShares Floating Rate Bond ETF shares in Q2 2022, an estimated $10.5K.
  • WR Wealth Planners first reported a position in iShares Floating Rate Bond ETF in Q1 2022 and held it in 1 quarter.
  • WR Wealth Planners's iShares Floating Rate Bond ETF position peaked at $10.5K in Q1 2022.
  • 668 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2022.

Based on WR Wealth Planners's 13F filing for Q2 2022, filed 17 Oct 2024.