Atticus Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Atticus Wealth Management’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	-1	Closed	-$61	–	525
2024 Q4	$61	Hold	1	–	–	﹤0.01%	520
2024 Q3	$60	Hold	1	–	–	﹤0.01%	515
2024 Q2	$59	Hold	1	–	–	﹤0.01%	528
2024 Q1	$58	Sell	1 -12	-92%	-$611	﹤0.01%	542
2023 Q4	$643	Sell	13 -564	-98%	-$28.6K	﹤0.01%	525
2023 Q3	$29.4K	Sell	577 -777	-57%	-$39.4K	0.01%	299
2023 Q2	$68.8K	Sell	1,354 -1,962	-59%	-$99.2K	0.03%	222
2023 Q1	$167K	Buy	+3,316	New	+$167K	0.06%	143

Other funds holding FLOT

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atticus Wealth Management's FLOT Position: Q1 2025 in Review

Atticus Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 1 share — an estimated $61 sold.

Atticus Wealth Management first reported a position in FLOT in Q1 2023 and held it in 8 quarters. The position peaked at $167K in Q1 2023. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

Atticus Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
Atticus Wealth Management sold 1 iShares Floating Rate Bond ETF share in Q1 2025, an estimated $61.
Atticus Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and held it in 8 quarters.
Atticus Wealth Management's iShares Floating Rate Bond ETF position peaked at $167K in Q1 2023.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.