Atwood & Palmer’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Atwood & Palmer’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	-379	Closed	-$19.3K	–	461
2024 Q4	$19.3K	Hold	379	–	–	﹤0.01%	290
2024 Q3	$19.3K	Buy	+379	New	+$19.3K	﹤0.01%	292
2017 Q1	–	Sell	-100	Closed	-$5K	–	311
2016 Q4	$5K	Hold	100	–	–	﹤0.01%	287
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	282
2016 Q2	$5K	Hold	100	–	–	﹤0.01%	272
2016 Q1	$5K	Hold	100	–	–	﹤0.01%	278
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	356
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	384
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	331
2015 Q1	$5K	Hold	100	–	–	﹤0.01%	297
2014 Q4	$6K	Hold	100	–	–	﹤0.01%	327
2014 Q3	$5K	Hold	100	–	–	﹤0.01%	344
2014 Q2	$5K	Buy	+100	New	+$5.07K	﹤0.01%	294

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

Atwood & Palmer's FLOT Position: Q1 2025 in Review

Atwood & Palmer sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 379 shares — an estimated $19.3K sold.

Atwood & Palmer first reported a position in FLOT in Q2 2014 and held it in 13 quarters. The position peaked at $19.3K in Q3 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

Atwood & Palmer reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
Atwood & Palmer sold 379 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $19.3K.
Atwood & Palmer first reported a position in iShares Floating Rate Bond ETF in Q2 2014 and held it in 13 quarters.
Atwood & Palmer's iShares Floating Rate Bond ETF position peaked at $19.3K in Q3 2024.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.