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Aptus Capital Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Aptus Capital 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
2026
Q1 		$105K Sell
2,054
-195
-9% -$9.93K ﹤0.01% 1141
2025
Q4 		$114K Hold
2,249
– – ﹤0.01% 1144
2025
Q3 		$115K Buy
2,249
+39
+2% +$1.99K ﹤0.01% 1093
2025
Q2 		$113K Hold
2,210
– – ﹤0.01% 1056
2025
Q1 		$113K Sell
2,210
-56
-2% -$2.85K ﹤0.01% 990
2024
Q4 		$115K Sell
2,266
-50
-2% -$2.55K ﹤0.01% 981
2024
Q3 		$118K Sell
2,316
-99
-4% -$5.04K ﹤0.01% 833
2024
Q2 		$123K Sell
2,415
-68
-3% -$3.47K ﹤0.01% 797
2024
Q1 		$127K Buy
2,483
+2,460
+10,696% +$125K ﹤0.01% 789
2023
Q4 		$1.16K Buy
+23
New +$1.17K ﹤0.01% 885
2022
Q4 		– Sell
-2,144
Closed -$108K – 812
2022
Q3 		$108K Buy
+2,144
New +$108K ﹤0.01% 489
2020
Q1 		– Sell
-276
Closed -$14K – 444
2019
Q4 		$14K Buy
+276
New +$14.1K ﹤0.01% 447

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

Aptus Capital Advisors's FLOT Position: Q1 2026 in Review

Aptus Capital Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 8.7% in Q1 2026, selling an estimated $9.93K and leaving 2,054 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Aptus Capital Advisors first reported a position in FLOT in Q4 2019 and has held it in 12 quarters since. The position peaked at $127K in Q1 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Aptus Capital Advisors held 2,054 shares of iShares Floating Rate Bond ETF worth $105K as of Q1 2026.
  • Aptus Capital Advisors sold 195 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $9.93K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1141 holding.
  • Aptus Capital Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 12 quarters since.
  • Aptus Capital Advisors's iShares Floating Rate Bond ETF position peaked at $127K in Q1 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.