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

Concurrent 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 		$744K Sell
14,602
-4,385
-23% -$223K 0.01% 1018
2025
Q4 		$966K Buy
18,987
+13,594
+252% +$692K 0.01% 848
2025
Q3 		$276K Sell
5,393
-1,588
-23% -$80.9K ﹤0.01% 1187
2025
Q2 		$356K Buy
6,981
+843
+14% +$42.8K 0.01% 986
2025
Q1 		$313K Buy
+6,138
New +$313K 0.01% 906

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

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

Concurrent Investment Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 23% in Q1 2026, selling an estimated $223K and leaving 14,602 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #1018.

Concurrent Investment Advisors first reported a position in FLOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $966K in Q4 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Concurrent Investment Advisors held 14,602 shares of iShares Floating Rate Bond ETF worth $744K as of Q1 2026.
  • Concurrent Investment Advisors sold 4,385 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $223K.
  • iShares Floating Rate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1018 holding.
  • Concurrent Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's iShares Floating Rate Bond ETF position peaked at $966K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.