iShares Floating Rate Bond ETF $FLOT Shares Sold by OneAscent Wealth Management LLC
by Jessica Moore · The Cerbat GemOneAscent Wealth Management LLC trimmed its position in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 21.1% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,875 shares of the company’s stock after selling 5,582 shares during the period. iShares Floating Rate Bond ETF accounts for about 0.4% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 29th biggest holding. OneAscent Wealth Management LLC’s holdings in iShares Floating Rate Bond ETF were worth $1,065,000 at the end of the most recent reporting period.
Several other institutional investors have also recently added to or reduced their stakes in FLOT. Pinnacle Associates Ltd. grew its holdings in shares of iShares Floating Rate Bond ETF by 1.7% during the first quarter. Pinnacle Associates Ltd. now owns 15,061 shares of the company’s stock valued at $769,000 after purchasing an additional 251 shares during the last quarter. Cresset Asset Management LLC grew its stake in iShares Floating Rate Bond ETF by 0.6% during the 1st quarter. Cresset Asset Management LLC now owns 43,171 shares of the company’s stock worth $2,204,000 after buying an additional 252 shares during the last quarter. Peddock Capital Advisors LLC increased its position in iShares Floating Rate Bond ETF by 6.7% in the first quarter. Peddock Capital Advisors LLC now owns 4,247 shares of the company’s stock worth $217,000 after buying an additional 267 shares during the period. Beaird Harris Wealth Management LLC lifted its stake in iShares Floating Rate Bond ETF by 0.8% in the first quarter. Beaird Harris Wealth Management LLC now owns 37,319 shares of the company’s stock valued at $1,905,000 after buying an additional 286 shares during the last quarter. Finally, Toews Corp ADV boosted its holdings in shares of iShares Floating Rate Bond ETF by 0.6% during the second quarter. Toews Corp ADV now owns 49,228 shares of the company’s stock valued at $2,512,000 after acquiring an additional 304 shares during the period.
iShares Floating Rate Bond ETF Stock Performance
BATS FLOT opened at $50.88 on Friday. The company has a 50-day moving average price of $50.96 and a two-hundred day moving average price of $50.93. iShares Floating Rate Bond ETF has a 52 week low of $49.75 and a 52 week high of $51.34.
About iShares Floating Rate Bond ETF
The iShares Floating Rate Bond ETF (FLOT) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of USD-denominated, investment-grade floating rate notes with maturities of 0-5 years. FLOT was launched on Jun 14, 2011 and is managed by BlackRock.
Recommended Stories
- Five stocks we like better than iShares Floating Rate Bond ETF
- What is a Low P/E Ratio and What Does it Tell Investors?
- DigitalOcean’s Tide Has Turned: Get Ready to Ride the Wave
- How to Know if a Stock Pays Dividends and When They Are Paid Out
- CAVA Stock Looking for Direction After Earnings Miss
- TSX Venture Exchange (Formerly Canadian Venture Exchange)
- 3 Small AI Stocks Ready to Explode (All Under $20)
Want to see what other hedge funds are holding FLOT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Floating Rate Bond ETF (BATS:FLOT – Free Report).