AWS
FLOT icon

Atria Wealth Solutions’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Atria Wealth Solutions’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
Q2 		$13.6M Sell
265,710
-259,311
-49% -$13.2M 0.31% 69
2025
Q1 		$26.8M Buy
525,021
+158,270
+43% +$8.07M 0.32% 61
2024
Q4 		$18.7M Sell
366,751
-3,518
-1% -$179K 0.2% 99
2024
Q3 		$18.9M Buy
370,269
+45,082
+14% +$2.3M 0.2% 104
2024
Q2 		$16.6M Sell
325,187
-19,261
-6% -$982K 0.18% 116
2024
Q1 		$17.6M Buy
344,448
+2,721
+0.8% +$138K 0.2% 109
2023
Q4 		$17.3M Sell
341,727
-23,331
-6% -$1.18M 0.22% 103
2023
Q3 		$18.6M Sell
365,058
-3,051
-0.8% -$155K 0.26% 83
2023
Q2 		$18.7M Buy
368,109
+9,675
+3% +$489K 0.26% 83
2023
Q1 		$18.1M Buy
358,434
+158,708
+79% +$8.01M 0.27% 83
2022
Q4 		$10M Sell
199,726
-241
-0.1% -$12.1K 0.16% 139
2022
Q3 		$10.1M Buy
199,967
+4,838
+2% +$243K 0.17% 125
2022
Q2 		$9.74M Buy
195,129
+109,081
+127% +$5.49M 0.18% 126
2022
Q1 		$4.35M Buy
+86,048
New +$4.36M 0.07% 280

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's FLOT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Floating Rate Bond ETF (FLOT) stake by 49% in Q2 2025, selling an estimated $13.2M and leaving 265,710 shares worth $13.6M. The position accounts for 0.31% of the portfolio, ranked #69.

Atria Wealth Solutions first reported a position in FLOT in Q1 2022 and has held it in 14 quarters since. The position peaked at $26.8M in Q1 2025. 677 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • Atria Wealth Solutions held 265,710 shares of iShares Floating Rate Bond ETF worth $13.6M as of Q2 2025.
  • Atria Wealth Solutions sold 259,311 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $13.2M.
  • iShares Floating Rate Bond ETF made up 0.31% of Atria Wealth Solutions's portfolio in Q2 2025, its #69 holding.
  • Atria Wealth Solutions first reported a position in iShares Floating Rate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Floating Rate Bond ETF position peaked at $26.8M in Q1 2025.
  • 677 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.