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BTS Asset Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

BTS Asset 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
Q3 		– Sell
-8,863
Closed -$452K – 34
2025
Q2 		$452K Sell
8,863
-204
-2% -$10.4K 0.54% 13
2025
Q1 		$463K Sell
9,067
-9,627
-51% -$491K 0.52% 11
2024
Q4 		$951K Sell
18,694
-713
-4% -$36.3K 0.95% 7
2024
Q3 		$991K Buy
19,407
+11,062
+133% +$563K 0.94% 6
2024
Q2 		$426K Buy
8,345
+1,325
+19% +$67.6K 0.4% 10
2024
Q1 		$358K Buy
7,020
+469
+7% +$23.9K 0.3% 18
2023
Q4 		$332K Sell
6,551
-1,499
-19% -$76K 0.25% 15
2023
Q3 		$410K Sell
8,050
-304
-4% -$15.4K 0.27% 22
2023
Q2 		$425K Buy
8,354
+364
+5% +$18.4K 0.21% 27
2023
Q1 		$403K Hold
7,990
– – 0.23% 29
2022
Q4 		$400K Sell
7,990
-4,640
-37% -$233K 0.18% 32
2022
Q3 		$632K Sell
12,630
-542
-4% -$27.2K 1.99% 18
2022
Q2 		$658K Buy
+13,172
New +$663K 1.48% 19

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

BTS Asset Management's FLOT Position: Q3 2025 in Review

BTS Asset Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 8,863 shares — an estimated $452K sold.

BTS Asset Management first reported a position in FLOT in Q2 2022 and held it in 13 quarters. The position peaked at $991K in Q3 2024. 649 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

  • BTS Asset Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • BTS Asset Management sold 8,863 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $452K.
  • BTS Asset Management first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and held it in 13 quarters.
  • BTS Asset Management's iShares Floating Rate Bond ETF position peaked at $991K in Q3 2024.
  • 649 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on BTS Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.