BIA
FLOT icon

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

Bigelow 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
2026
Q2 		$1.84M Sell
36,083
-505
-1% -$25.7K 0.67% 39
2026
Q1 		$1.86M Sell
36,588
-2,185
-6% -$111K 0.75% 37
2025
Q4 		$1.97M Buy
38,773
+66
+0.2% +$3.36K 0.77% 36
2025
Q3 		$1.98M Sell
38,707
-1,372
-3% -$69.9K 0.8% 36
2025
Q2 		$2.04M Sell
40,079
-1,022
-2% -$51.9K 0.9% 30
2025
Q1 		$2.1M Sell
41,101
-1,295
-3% -$66K 1% 26
2024
Q4 		$2.16M Sell
42,396
-2,685
-6% -$137K 1.01% 24
2024
Q3 		$2.3M Sell
45,081
-472
-1% -$24K 1.03% 21
2024
Q2 		$2.33M Buy
45,553
+1,081
+2% +$55.1K 1.11% 19
2024
Q1 		$2.27M Buy
44,472
+2,433
+6% +$124K 1.12% 20
2023
Q4 		$2.13M Sell
42,039
-17
-0% -$862 1.15% 18
2023
Q3 		$2.14M Sell
42,056
-582
-1% -$29.5K 1.23% 18
2023
Q2 		$2.17M Buy
+42,638
New +$2.15M 1.18% 18
2023
Q1 		– Sell
-48,376
Closed -$2.44M – 17
2022
Q4 		$2.43M Sell
48,376
-11,542
-19% -$579K 1.41% 15
2022
Q3 		$3.01M Sell
59,918
-11,488
-16% -$577K 1.8% 12
2022
Q2 		$3.56M Sell
71,406
-35,366
-33% -$1.78M 1.96% 10
2022
Q1 		$5.39M Buy
106,772
+6,251
+6% +$316K 2.52% 10
2021
Q4 		$5.1M Buy
100,521
+5,273
+6% +$268K 2.32% 11
2021
Q3 		$4.84M Buy
95,248
+949
+1% +$48.2K 2.39% 11
2021
Q2 		$4.79M Hold
94,299
– – 2.32% 11
2021
Q1 		$4.79M Buy
94,299
+22,583
+31% +$1.15M 2.43% 11
2020
Q4 		$3.64M Buy
71,716
+27,862
+64% +$1.41M 1.93% 11
2020
Q3 		$2.22M Buy
43,854
+18,928
+76% +$959K 1.32% 17
2020
Q2 		$1.26M Buy
24,926
+8,948
+56% +$448K 0.82% 32
2020
Q1 		$779K Buy
15,978
+6,182
+63% +$309K 0.58% 46
2019
Q4 		$499K Buy
+9,796
New +$499K 0.29% 97

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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

Bigelow Investment Advisors's FLOT Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 1.4% in Q2 2026, selling an estimated $25.7K and leaving 36,083 shares worth $1.84M. The position accounts for 0.67% of the portfolio, ranked #39.

Bigelow Investment Advisors first reported a position in FLOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.39M in Q1 2022. 688 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Bigelow Investment Advisors held 36,083 shares of iShares Floating Rate Bond ETF worth $1.84M as of Q2 2026.
  • Bigelow Investment Advisors sold 505 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $25.7K.
  • iShares Floating Rate Bond ETF made up 0.67% of Bigelow Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Bigelow Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Bigelow Investment Advisors's iShares Floating Rate Bond ETF position peaked at $5.39M in Q1 2022.
  • 688 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.