Independent Solutions Wealth Management LLC Has $3.63 Million Holdings in iShares Floating Rate Bond ETF $FLOT

Independent Solutions Wealth Management LLC grew its position in iShares Floating Rate Bond ETF (BATS:FLOT) by 19.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 71,336 shares of the company’s stock after purchasing an additional 11,575 shares during the quarter. Independent Solutions Wealth Management LLC’s holdings in iShares Floating Rate Bond ETF were worth $3,628,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. Donor Advised Charitable Giving Inc. raised its holdings in shares of iShares Floating Rate Bond ETF by 1.6% during the fourth quarter. Donor Advised Charitable Giving Inc. now owns 14,388 shares of the company’s stock valued at $732,000 after purchasing an additional 226 shares during the last quarter. North Star Investment Management Corp. increased its position in iShares Floating Rate Bond ETF by 18.6% in the fourth quarter. North Star Investment Management Corp. now owns 1,731 shares of the company’s stock worth $88,000 after buying an additional 271 shares in the last quarter. Ascent Group LLC raised its stake in shares of iShares Floating Rate Bond ETF by 5.0% in the fourth quarter. Ascent Group LLC now owns 5,660 shares of the company’s stock worth $288,000 after buying an additional 272 shares during the period. Frisch Financial Group Inc. lifted its position in shares of iShares Floating Rate Bond ETF by 1.2% during the 3rd quarter. Frisch Financial Group Inc. now owns 22,368 shares of the company’s stock valued at $1,143,000 after buying an additional 274 shares in the last quarter. Finally, Fourth Dimension Wealth LLC grew its stake in shares of iShares Floating Rate Bond ETF by 5.0% during the 4th quarter. Fourth Dimension Wealth LLC now owns 6,229 shares of the company’s stock valued at $317,000 after acquiring an additional 297 shares during the period.

iShares Floating Rate Bond ETF Price Performance

iShares Floating Rate Bond ETF stock opened at $50.95 on Friday. iShares Floating Rate Bond ETF has a 12-month low of $50.67 and a 12-month high of $51.09. The firm has a 50 day moving average of $50.88 and a 200 day moving average of $50.92.

iShares Floating Rate Bond ETF 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.