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Advocacy Wealth Management Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Advocacy Wealth Management Services’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
2026
Q1 		$5.78M Buy
113,493
+12,329
+12% +$628K 0.26% 54
2025
Q4 		$5.15M Sell
101,164
-8,210
-8% -$418K 0.22% 65
2025
Q3 		$5.59M Sell
109,374
-26,823
-20% -$1.37M 0.24% 63
2025
Q2 		$6.95M Buy
136,197
+16,427
+14% +$835K 0.43% 33
2025
Q1 		$6.11M Buy
119,770
+19,671
+20% +$1M 0.42% 33
2024
Q4 		$5.09M Sell
100,099
-16,951
-14% -$863K 0.39% 29
2024
Q3 		$5.97M Sell
117,050
-41,085
-26% -$2.09M 0.47% 23
2024
Q2 		$8.08M Sell
158,135
-777,179
-83% -$39.6M 0.67% 22
2024
Q1 		$47.8M Sell
935,314
-87,027
-9% -$4.43M 4.11% 6
2023
Q4 		$51.8M Sell
1,022,341
-213,402
-17% -$10.8M 4.91% 7
2023
Q3 		$62.9M Buy
1,235,743
+118,138
+11% +$5.99M 7% 6
2023
Q2 		$56.8M Buy
1,117,605
+74,109
+7% +$3.75M 6.49% 7
2023
Q1 		$52.6M Buy
1,043,496
+90,953
+10% +$4.59M 6.39% 9
2022
Q4 		$47.9M Buy
952,543
+82,560
+9% +$4.14M 6.33% 6
2022
Q3 		$43.7M Buy
869,983
+20,267
+2% +$1.02M 6.38% 6
2022
Q2 		$42.4M Sell
849,716
-874,621
-51% -$44M 6.82% 6
2022
Q1 		$87.2M Sell
1,724,337
-579,097
-25% -$29.3M 15.16% 2
2021
Q4 		$117M Buy
2,303,434
+55,008
+2% +$2.79M 19.54% 1
2021
Q3 		$114M Buy
2,248,426
+90,858
+4% +$4.61M 20.62% 1
2021
Q2 		$110M Buy
2,157,568
+207,178
+11% +$10.5M 20.29% 1
2021
Q1 		$99M Buy
+1,950,390
New +$99.1M 19.78% 1
2020
Q2 		– Sell
-51,801
Closed -$2.52M – 131
2020
Q1 		$2.52M Sell
51,801
-26,238
-34% -$1.31M 0.56% 16
2019
Q4 		$3.97M Buy
78,039
+77,649
+19,910% +$3.96M 1.13% 16
2019
Q3 		$20K Hold
390
– – 0.01% 94
2019
Q2 		$20K Hold
390
– – 0.01% 98
2019
Q1 		$20K Hold
390
– – 0.02% 82
2018
Q4 		$20K Hold
390
– – 0.02% 84
2018
Q3 		$20K Hold
390
– – 0.01% 88
2018
Q2 		$20K Buy
390
+192
+97% +$9.79K 0.01% 85
2018
Q1 		$10K Buy
+198
New +$10.1K 0.01% 139

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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 $5.72T AUM 30.48% 1-Year Est. Return

Advocacy Wealth Management Services's FLOT Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 12% in Q1 2026, buying an estimated $628K and bringing the position to 113,493 shares worth $5.78M. The position accounts for 0.26% of the portfolio, ranked #54.

Advocacy Wealth Management Services first reported a position in FLOT in Q1 2018 and has held it in 30 quarters since. The position peaked at $117M in Q4 2021. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Advocacy Wealth Management Services held 113,493 shares of iShares Floating Rate Bond ETF worth $5.78M as of Q1 2026.
  • Advocacy Wealth Management Services bought 12,329 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $628K.
  • iShares Floating Rate Bond ETF made up 0.26% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #54 holding.
  • Advocacy Wealth Management Services first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and has held it in 30 quarters since.
  • Advocacy Wealth Management Services's iShares Floating Rate Bond ETF position peaked at $117M in Q4 2021.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.