iShares Floating Rate Bond ETF $FLOT Shares Sold by Castle Rock Wealth Management LLC

Castle Rock Wealth Management LLC decreased its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT) by 6.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 148,971 shares of the company’s stock after selling 10,302 shares during the quarter. iShares Floating Rate Bond ETF comprises about 1.7% of Castle Rock Wealth Management LLC’s investment portfolio, making the stock its 12th biggest position. Castle Rock Wealth Management LLC owned about 0.09% of iShares Floating Rate Bond ETF worth $7,582,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Hohimer Wealth Management LLC increased its stake in shares of iShares Floating Rate Bond ETF by 2.9% during the 2nd quarter. Hohimer Wealth Management LLC now owns 9,491 shares of the company’s stock valued at $484,000 after acquiring an additional 271 shares during the last quarter. Beaird Harris Wealth Management LLC increased its position in iShares Floating Rate Bond ETF by 0.8% during the first quarter. Beaird Harris Wealth Management LLC now owns 37,319 shares of the company’s stock worth $1,905,000 after purchasing an additional 286 shares during the last quarter. IHT Wealth Management LLC raised its stake in iShares Floating Rate Bond ETF by 7.0% during the second quarter. IHT Wealth Management LLC now owns 4,638 shares of the company’s stock worth $237,000 after purchasing an additional 302 shares during the period. Toews Corp ADV boosted its holdings in shares of iShares Floating Rate Bond ETF by 0.6% in the 2nd quarter. Toews Corp ADV now owns 49,228 shares of the company’s stock valued at $2,512,000 after purchasing an additional 304 shares during the last quarter. Finally, Optivise Advisory Services LLC boosted its holdings in shares of iShares Floating Rate Bond ETF by 6.8% in the 2nd quarter. Optivise Advisory Services LLC now owns 4,891 shares of the company’s stock valued at $250,000 after purchasing an additional 311 shares during the last quarter.

iShares Floating Rate Bond ETF Price Performance

Shares of BATS FLOT opened at $50.82 on Friday. The firm has a fifty day moving average of $50.94 and a 200-day moving average of $50.95. iShares Floating Rate Bond ETF has a 52-week low of $49.75 and a 52-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.