iShares Floating Rate Bond ETF $FLOT is KW Wealth Management LLC’s Largest Position

KW Wealth Management LLC lifted its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT) by 20.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,545 shares of the company’s stock after purchasing an additional 17,586 shares during the period. iShares Floating Rate Bond ETF comprises approximately 7.8% of KW Wealth Management LLC’s holdings, making the stock its biggest holding. KW Wealth Management LLC owned 0.06% of iShares Floating Rate Bond ETF worth $5,165,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. L.K. Benson & Company P.C. lifted its stake in iShares Floating Rate Bond ETF by 1.3% in the 4th quarter. L.K. Benson & Company P.C. now owns 16,185 shares of the company’s stock valued at $823,000 after buying an additional 204 shares in the last quarter. Donor Advised Charitable Giving Inc. increased its position in 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 worth $732,000 after buying an additional 226 shares in the last quarter. Glen Eagle Advisors LLC raised its holdings in shares of iShares Floating Rate Bond ETF by 6.6% in the fourth quarter. Glen Eagle Advisors LLC now owns 3,852 shares of the company’s stock worth $196,000 after acquiring an additional 237 shares during the last quarter. North Star Investment Management Corp. raised its holdings in shares of 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 acquiring an additional 271 shares during the last quarter. Finally, Ascent Group LLC lifted its position 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 valued at $288,000 after acquiring an additional 272 shares in the last quarter.

iShares Floating Rate Bond ETF Stock Up 0.1%

FLOT opened at $51.00 on Friday. iShares Floating Rate Bond ETF has a 52 week low of $50.67 and a 52 week high of $51.09. The business’s fifty day simple moving average is $50.95 and its 200 day simple moving average is $50.92.

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.