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Bull Oak Capital’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bull Oak Capital’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
2024
Q4 		– Sell
-2,257
Closed -$115K – 46
2024
Q3 		$115K Buy
+2,257
New +$115K 0.07% 31
2023
Q1 		– Sell
-56,012
Closed -$2.82M – 20
2022
Q4 		$2.82M Buy
56,012
+12,926
+30% +$649K 2.38% 11
2022
Q3 		$2.17M Buy
+43,086
New +$2.16M 2.11% 13
2022
Q2 		– Sell
-106,599
Closed -$5.38M – 22
2022
Q1 		$5.38M Buy
106,599
+45,015
+73% +$2.28M 4.41% 9
2021
Q4 		$3.12M Buy
+61,584
New +$3.12M 2.83% 15

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
BlackRock
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bull Oak Capital's FLOT Position: Q4 2024 in Review

Bull Oak Capital sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2024, closing a stake of 2,257 shares — an estimated $115K sold.

Bull Oak Capital first reported a position in FLOT in Q4 2021 and held it in 5 quarters. The position peaked at $5.38M in Q1 2022. 657 funds tracked by Wall St. Rank hold FLOT as of Q4 2024.

  • Bull Oak Capital reported no remaining iShares Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 2,257 iShares Floating Rate Bond ETF shares in Q4 2024, an estimated $115K.
  • Bull Oak Capital first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Bull Oak Capital's iShares Floating Rate Bond ETF position peaked at $5.38M in Q1 2022.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.