XY Planning Network Inc. Has $3.26 Million Stock Position in iShares Floating Rate Bond ETF $FLOT

XY Planning Network Inc. boosted its holdings in iShares Floating Rate Bond ETF (BATS:FLOT) by 30.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 63,859 shares of the company’s stock after buying an additional 14,879 shares during the period. XY Planning Network Inc.’s holdings in iShares Floating Rate Bond ETF were worth $3,260,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of FLOT. L.K. Benson & Company P.C. raised its holdings 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 acquiring an additional 204 shares in the last quarter. Glen Eagle Advisors LLC grew its holdings in shares of iShares Floating Rate Bond ETF by 6.6% during the 4th quarter. Glen Eagle Advisors LLC now owns 3,852 shares of the company’s stock worth $196,000 after purchasing an additional 237 shares in the last quarter. TD Waterhouse Canada Inc. grew its holdings in shares of iShares Floating Rate Bond ETF by 10.7% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 2,584 shares of the company’s stock worth $132,000 after purchasing an additional 250 shares in the last quarter. Fourth Dimension Wealth LLC increased its position in shares of iShares Floating Rate Bond ETF by 5.0% during the fourth quarter. Fourth Dimension Wealth LLC now owns 6,229 shares of the company’s stock valued at $317,000 after purchasing an additional 297 shares during the period. Finally, Cherry Tree Wealth Management LLC increased its position in shares of iShares Floating Rate Bond ETF by 7.9% during the fourth quarter. Cherry Tree Wealth Management LLC now owns 4,109 shares of the company’s stock valued at $209,000 after purchasing an additional 300 shares during the period.

iShares Floating Rate Bond ETF Stock Performance

Shares of BATS FLOT opened at $50.92 on Wednesday. The business has a fifty day simple moving average of $50.97 and a 200 day simple moving average of $50.94. iShares Floating Rate Bond ETF has a one year low of $50.67 and a one year high of $51.09.

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.