iShares Floating Rate Bond ETF $FLOT Shares Acquired by Shira Ridge Wealth Management

Shira Ridge Wealth Management increased its holdings in iShares Floating Rate Bond ETF (BATS:FLOT) by 73.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 138,733 shares of the company’s stock after buying an additional 58,813 shares during the quarter. iShares Floating Rate Bond ETF comprises 2.8% of Shira Ridge Wealth Management’s portfolio, making the stock its 12th largest holding. Shira Ridge Wealth Management’s holdings in iShares Floating Rate Bond ETF were worth $7,056,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Bogart Wealth LLC raised its stake in iShares Floating Rate Bond ETF by 68.5% during the 3rd quarter. Bogart Wealth LLC now owns 482 shares of the company’s stock valued at $25,000 after acquiring an additional 196 shares in the last quarter. Westfuller Advisors LLC bought a new position in shares of iShares Floating Rate Bond ETF in the third quarter worth $28,000. Lowe Brockenbrough & Co. Inc. bought a new position in shares of iShares Floating Rate Bond ETF in the third quarter worth $30,000. Atlantic Union Bankshares Corp acquired a new position in shares of iShares Floating Rate Bond ETF during the third quarter valued at $41,000. Finally, GPS Wealth Strategies Group LLC raised its stake in shares of iShares Floating Rate Bond ETF by 142.6% during the third quarter. GPS Wealth Strategies Group LLC now owns 1,235 shares of the company’s stock valued at $63,000 after purchasing an additional 726 shares in the last quarter.

iShares Floating Rate Bond ETF Stock Down 0.0%

FLOT stock opened at $50.96 on Wednesday. The company has a 50-day simple moving average of $50.94 and a 200 day simple moving average of $50.94. iShares Floating Rate Bond ETF has a fifty-two week low of $49.75 and a fifty-two week high of $51.34.

iShares Floating Rate Bond ETF Company Profile

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.