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Advisor Resource Council’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Advisor Resource Council’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,532
Closed -$843K – 84
2025
Q2 		$843K Sell
16,532
-1,950
-11% -$99.1K 0.41% 49
2025
Q1 		$100K Buy
+18,482
New +$942K 0.01% 567
2024
Q4 		– Sell
-37,974
Closed -$1.94M – 136
2024
Q3 		$1.94M Buy
37,974
+16,698
+78% +$851K 0.88% 21
2024
Q2 		$2.06K Sell
21,276
-1,700
-7% -$86.7K ﹤0.01% 39
2024
Q1 		$1.16M Buy
+22,976
New +$1.17M 0.49% 39
2023
Q4 		– Sell
-12,496
Closed -$636K – 500
2023
Q3 		$636K Buy
12,496
+4,725
+61% +$240K 0.42% 56
2023
Q2 		$395K Buy
7,771
+542
+7% +$27.4K 0.23% 97
2023
Q1 		$364K Buy
+7,229
New +$365K 0.09% 190

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return