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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

NYLIM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

American Financial Advisors's FLOT Position: Q1 2025 in Review

American Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 4,000 shares — an estimated $204K sold.

American Financial Advisors first reported a position in FLOT in Q1 2022 and held it in 8 quarters. The position peaked at $3.69M in Q3 2022. 659 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

American Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
American Financial Advisors sold 4,000 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $204K.
American Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2022 and held it in 8 quarters.
American Financial Advisors's iShares Floating Rate Bond ETF position peaked at $3.69M in Q3 2022.
659 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on American Financial Advisors's 13F filing for Q1 2025, filed 1 May 2025.