Shira Ridge Wealth Management grew its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 18.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 70,931 shares of the company’s stock after purchasing an additional 11,153 shares during the quarter. iShares Floating Rate Bond ETF comprises approximately 1.8% of Shira Ridge Wealth Management’s holdings, making the stock its 17th largest holding. Shira Ridge Wealth Management’s holdings in iShares Floating Rate Bond ETF were worth $3,609,000 as of its most recent SEC filing.
Other hedge funds also recently bought and sold shares of the company. Logan Capital Management Inc. bought a new position in iShares Floating Rate Bond ETF during the 3rd quarter worth about $25,000. Moisand Fitzgerald Tamayo LLC bought a new stake in iShares Floating Rate Bond ETF during the third quarter worth about $27,000. Darwin Wealth Management LLC bought a new position in iShares Floating Rate Bond ETF in the third quarter valued at approximately $27,000. Eastern Bank bought a new position in shares of iShares Floating Rate Bond ETF in the third quarter valued at $41,000. Finally, Bull Oak Capital LLC bought a new position in iShares Floating Rate Bond ETF in the 3rd quarter valued at about $115,000.
iShares Floating Rate Bond ETF Price Performance
BATS:FLOT opened at $50.97 on Tuesday. The stock has a 50 day simple moving average of $50.93 and a 200 day simple moving average of $50.94. iShares Floating Rate Bond ETF has a 1-year low of $50.76 and a 1-year high of $51.10.
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.
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