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Aspiriant LLC’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Aspiriant LLC’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
2024
Q4 		– Sell
-4,079
Closed -$208K – 298
2024
Q3 		$208K Buy
+4,079
New +$208K 0.01% 280
2014
Q4 		– Sell
-10,772
Closed -$548K – 93
2014
Q3 		$548K Sell
10,772
-18,561
-63% -$943K 0.08% 49
2014
Q2 		$1.49M Sell
29,333
-6,545
-18% -$332K 0.21% 33
2014
Q1 		$1.82M Buy
+35,878
New +$1.82M 0.26% 29

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
BlackRock
BlackRock New York $5.72T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC's FLOT Position: Q4 2024 in Review

Aspiriant LLC sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2024, closing a stake of 4,079 shares — an estimated $208K sold.

Aspiriant LLC first reported a position in FLOT in Q1 2014 and held it in 4 quarters. The position peaked at $1.82M in Q1 2014. 657 funds tracked by Wall St. Rank hold FLOT as of Q4 2024.

  • Aspiriant LLC reported no remaining iShares Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Aspiriant LLC sold 4,079 iShares Floating Rate Bond ETF shares in Q4 2024, an estimated $208K.
  • Aspiriant LLC first reported a position in iShares Floating Rate Bond ETF in Q1 2014 and held it in 4 quarters.
  • Aspiriant LLC's iShares Floating Rate Bond ETF position peaked at $1.82M in Q1 2014.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2024.

Based on Aspiriant LLC's 13F filing for Q4 2024, filed 16 Jan 2025.