Leicht Financial Planning & Wealth Management Inc. Decreases Stock Position in iShares Floating Rate Bond ETF (BATS:FLOT)

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Leicht Financial Planning & Wealth Management Inc. cut its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT) by 21.8% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 101,775 shares of the company’s stock after selling 28,314 shares during the period. iShares Floating Rate Bond ETF comprises approximately 5.1% of Leicht Financial Planning & Wealth Management Inc.’s holdings, making the stock its 7th largest holding. Leicht Financial Planning & Wealth Management Inc.’s holdings in iShares Floating Rate Bond ETF were worth $5,183,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. M Holdings Securities Inc. boosted its position in shares of iShares Floating Rate Bond ETF by 1.8% in the 1st quarter. M Holdings Securities Inc. now owns 12,528 shares of the company’s stock worth $638,000 after purchasing an additional 223 shares during the last quarter. Vestmark Advisory Solutions Inc. acquired a new stake in iShares Floating Rate Bond ETF during the 1st quarter worth $2,175,000. Rezny Wealth Management Inc. raised its stake in iShares Floating Rate Bond ETF by 9.6% during the 1st quarter. Rezny Wealth Management Inc. now owns 168,093 shares of the company’s stock worth $8,557,000 after buying an additional 14,679 shares during the period. Envestnet Asset Management Inc. raised its stake in iShares Floating Rate Bond ETF by 4.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 4,824,324 shares of the company’s stock worth $245,703,000 after buying an additional 227,212 shares during the period. Finally, Sawtooth Solutions LLC raised its stake in iShares Floating Rate Bond ETF by 805.8% during the 1st quarter. Sawtooth Solutions LLC now owns 71,754 shares of the company’s stock worth $3,653,000 after buying an additional 63,832 shares during the period.

iShares Floating Rate Bond ETF stock traded up $0.01 during mid-day trading on Friday, hitting $50.84. 1,049,700 shares of the company’s stock were exchanged. iShares Floating Rate Bond ETF has a fifty-two week low of $50.76 and a fifty-two week high of $51.10. The company’s 50 day simple moving average is $50.88 and its 200-day simple moving average is $50.84.

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Institutional Ownership by Quarter for iShares Floating Rate Bond ETF (BATS:FLOT)

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