Advyzon Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Advyzon Investment Management’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 Q2	$456K	Sell	8,934 -23,246	-72%	-$1.18M	0.03%	507
2026 Q1	$1.64M	Sell	32,180 -12,696	-28%	-$647K	0.15%	143
2025 Q4	$2.28M	Buy	44,876 +6,115	+16%	+$311K	0.26%	93
2025 Q3	$1.98M	Buy	38,761 +11,914	+44%	+$607K	0.34%	65
2025 Q2	$1.37M	Buy	26,847 +19,846	+283%	+$1.01M	0.3%	73
2025 Q1	$357K	Buy	7,001 +1,849	+36%	+$94.3K	0.13%	144
2024 Q4	$262K	Buy	+5,152	New	+$262K	0.1%	185

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advyzon Investment Management's FLOT Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 72% in Q2 2026, selling an estimated $1.18M and leaving 8,934 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #507.

Advyzon Investment Management first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.28M in Q4 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Advyzon Investment Management held 8,934 shares of iShares Floating Rate Bond ETF worth $456K as of Q2 2026.
Advyzon Investment Management sold 23,246 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $1.18M.
iShares Floating Rate Bond ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #507 holding.
Advyzon Investment Management first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's iShares Floating Rate Bond ETF position peaked at $2.28M in Q4 2025.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.