WCG Wealth Advisors LLC Has $1.40 Million Holdings in iShares Floating Rate Bond ETF $FLOT

WCG Wealth Advisors LLC lifted its stake in shares of iShares Floating Rate Bond ETF (BATS:FLOT) by 124.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 27,440 shares of the company’s stock after buying an additional 15,209 shares during the period. WCG Wealth Advisors LLC’s holdings in iShares Floating Rate Bond ETF were worth $1,396,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Calton & Associates Inc. increased its holdings in shares of iShares Floating Rate Bond ETF by 22.3% during the fourth quarter. Calton & Associates Inc. now owns 32,176 shares of the company’s stock worth $1,636,000 after buying an additional 5,861 shares in the last quarter. Lcnb Corp increased its holdings in shares of iShares Floating Rate Bond ETF by 369.9% during the fourth quarter. Lcnb Corp now owns 30,329 shares of the company’s stock worth $1,543,000 after buying an additional 23,875 shares in the last quarter. Founders Financial Securities LLC increased its holdings in shares of iShares Floating Rate Bond ETF by 178.3% during the fourth quarter. Founders Financial Securities LLC now owns 11,705 shares of the company’s stock worth $595,000 after buying an additional 7,499 shares in the last quarter. Impact Partnership Wealth LLC increased its holdings in shares of iShares Floating Rate Bond ETF by 6.1% during the fourth quarter. Impact Partnership Wealth LLC now owns 29,346 shares of the company’s stock worth $1,493,000 after buying an additional 1,681 shares in the last quarter. Finally, Cherry Tree Wealth Management LLC increased its holdings 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 worth $209,000 after buying an additional 300 shares in the last quarter.

iShares Floating Rate Bond ETF Price Performance

Shares of iShares Floating Rate Bond ETF stock opened at $50.93 on Friday. iShares Floating Rate Bond ETF has a twelve month low of $50.67 and a twelve month high of $51.09. The company’s fifty day moving average is $50.92 and its 200 day moving average is $50.92.

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.