AFA
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American Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

American Financial Advisors’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
Q1 		– Sell
-4,000
Closed -$204K – 152
2024
Q4 		$204K Buy
+4,000
New +$204K 0.03% 147
2023
Q4 		– Sell
-21,018
Closed -$1.07M – 146
2023
Q3 		$1.07M Sell
21,018
-2,219
-10% -$113K 0.17% 54
2023
Q2 		$1.18M Sell
23,237
-48,465
-68% -$2.45M 0.18% 55
2023
Q1 		$3.61M Sell
71,702
-1,684
-2% -$85K 0.59% 29
2022
Q4 		$3.69M Sell
73,386
-123
-0.2% -$6.17K 0.63% 27
2022
Q3 		$3.69M Buy
73,509
+332
+0.5% +$16.7K 0.64% 27
2022
Q2 		$3.65M Buy
73,177
+21,154
+41% +$1.07M 0.97% 19
2022
Q1 		$2.63M Buy
+52,023
New +$2.63M 0.36% 39

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return