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Atlas Private Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Atlas Private Wealth 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
Q4 		– Sell
-6,770
Closed -$346K – 137
2025
Q3 		$346K Sell
6,770
-7,092
-51% -$362K 0.08% 107
2025
Q2 		$707K Sell
13,862
-3,878
-22% -$197K 0.09% 106
2025
Q1 		$906K Sell
17,740
-5,000
-22% -$255K 0.13% 84
2024
Q4 		$1.16M Hold
22,740
– – 0.16% 69
2024
Q3 		$1.16M Hold
22,740
– – 0.17% 61
2024
Q2 		$1.16M Buy
22,740
+11,370
+100% +$580K 0.19% 54
2024
Q1 		$581K Sell
11,370
-6,270
-36% -$319K 0.19% 54
2023
Q4 		$893K Buy
17,640
+400
+2% +$20.3K 0.17% 58
2023
Q3 		$877K Hold
17,240
– – 0.17% 78
2023
Q2 		$876K Buy
17,240
+8,620
+100% +$436K 0.18% 80
2023
Q1 		$434K Hold
8,620
– – 0.2% 84
2022
Q4 		$434K Hold
8,620
– – 0.23% 82
2022
Q3 		$433K Sell
8,620
-100
-1% -$5.02K 0.26% 81
2022
Q2 		$435K Sell
8,720
-100
-1% -$5.04K 0.26% 86
2022
Q1 		$446K Sell
8,820
-300
-3% -$15.2K 0.2% 87
2021
Q4 		$463K Hold
9,120
– – 0.21% 96
2021
Q3 		$464K Buy
9,120
+7,275
+394% +$369K 0.24% 88
2021
Q2 		$94K Sell
1,845
-275
-13% -$14K 0.05% 167
2021
Q1 		$108K Buy
2,120
+30
+1% +$1.52K 0.06% 155
2020
Q4 		$106K Hold
2,090
– – 0.07% 149
2020
Q3 		$106K Buy
2,090
+1,000
+92% +$50.6K 0.09% 138
2020
Q2 		$55K Buy
+1,090
New +$54.5K 0.05% 193

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
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
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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Private Wealth Advisors's FLOT Position: Q4 2025 in Review

Atlas Private Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 6,770 shares — an estimated $346K sold.

Atlas Private Wealth Advisors first reported a position in FLOT in Q2 2020 and held it in 22 quarters. The position peaked at $1.16M in Q2 2024. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Atlas Private Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 6,770 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $346K.
  • Atlas Private Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2020 and held it in 22 quarters.
  • Atlas Private Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $1.16M in Q2 2024.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.