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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bigelow Investment Advisors's FLOT Position: Q1 2026 in Review

Bigelow Investment Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 5.6% in Q1 2026, selling an estimated $111K and leaving 36,588 shares worth $1.86M. The position accounts for 0.75% of the portfolio, ranked #37.

Bigelow Investment Advisors first reported a position in FLOT in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.39M in Q1 2022. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Bigelow Investment Advisors held 36,588 shares of iShares Floating Rate Bond ETF worth $1.86M as of Q1 2026.
  • Bigelow Investment Advisors sold 2,185 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $111K.
  • iShares Floating Rate Bond ETF made up 0.75% of Bigelow Investment Advisors's portfolio in Q1 2026, its #37 holding.
  • Bigelow Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Bigelow Investment Advisors's iShares Floating Rate Bond ETF position peaked at $5.39M in Q1 2022.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.