Walker Financial Services Inc. Raises Stock Holdings in iShares Floating Rate Bond ETF $FLOT

Walker Financial Services Inc. raised its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT) by 24.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 547,826 shares of the company’s stock after acquiring an additional 108,406 shares during the period. iShares Floating Rate Bond ETF comprises approximately 10.1% of Walker Financial Services Inc.’s portfolio, making the stock its 4th biggest holding. Walker Financial Services Inc. owned about 0.31% of iShares Floating Rate Bond ETF worth $27,862,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Bogart Wealth LLC grew its position in iShares Floating Rate Bond ETF by 68.5% during the third quarter. Bogart Wealth LLC now owns 482 shares of the company’s stock valued at $25,000 after acquiring an additional 196 shares during the last quarter. Donor Advised Charitable Giving Inc. grew 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 valued at $732,000 after acquiring an additional 226 shares during the last quarter. Ascent Group LLC grew its position in iShares Floating Rate Bond ETF by 5.0% during 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 during the last quarter. Frisch Financial Group Inc. grew its position in iShares Floating Rate Bond ETF by 1.2% during the third quarter. Frisch Financial Group Inc. now owns 22,368 shares of the company’s stock valued at $1,143,000 after acquiring an additional 274 shares during the last quarter. Finally, IHT Wealth Management LLC lifted its stake in shares of iShares Floating Rate Bond ETF by 7.0% in the 2nd quarter. IHT Wealth Management LLC now owns 4,638 shares of the company’s stock valued at $237,000 after acquiring an additional 302 shares during the last quarter.

iShares Floating Rate Bond ETF Price Performance

BATS FLOT opened at $50.88 on Wednesday. iShares Floating Rate Bond ETF has a 1-year low of $50.67 and a 1-year high of $51.09. The stock has a 50-day moving average of $50.89 and a 200-day moving average of $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.