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Bell Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bell Investment 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
Q3 		– Sell
-23
Closed -$1.17K – 1908
2025
Q2 		$1.17K Sell
23
-404
-95% -$20.5K ﹤0.01% 1542
2025
Q1 		$21.8K Hold
427
– – ﹤0.01% 365
2024
Q4 		$21.7K Hold
427
– – ﹤0.01% 367
2024
Q3 		$21.8K Hold
427
– – ﹤0.01% 381
2024
Q2 		$21.8K Hold
427
– – ﹤0.01% 379
2024
Q1 		$21.8K Buy
427
+133
+45% +$6.77K ﹤0.01% 363
2023
Q4 		$14.9K Buy
+294
New +$14.9K ﹤0.01% 431

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Bell Investment Advisors's FLOT Position: Q3 2025 in Review

Bell Investment Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 23 shares — an estimated $1.17K sold.

Bell Investment Advisors first reported a position in FLOT in Q4 2023 and held it in 7 quarters. The position peaked at $21.8K in Q2 2024. 649 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

  • Bell Investment Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 23 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $1.17K.
  • Bell Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and held it in 7 quarters.
  • Bell Investment Advisors's iShares Floating Rate Bond ETF position peaked at $21.8K in Q2 2024.
  • 649 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.