Contravisory Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Contravisory Investment 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 Q1	–	Sell	-25	Closed	-$1.27K	–	399
2024 Q4	$1.27K	Hold	25	–	–	﹤0.01%	367
2024 Q3	$1.28K	Hold	25	–	–	﹤0.01%	337
2024 Q2	$1.28K	Hold	25	–	–	﹤0.01%	340
2024 Q1	$1.28K	Hold	25	–	–	﹤0.01%	340
2023 Q4	$1.27K	Hold	25	–	–	﹤0.01%	355
2023 Q3	$1.27K	Buy	+25	New	+$1.27K	﹤0.01%	305

Other funds holding FLOT

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Contravisory Investment Management's FLOT Position: Q1 2025 in Review

Contravisory Investment Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 25 shares — an estimated $1.27K sold.

Contravisory Investment Management first reported a position in FLOT in Q3 2023 and held it in 6 quarters. The position peaked at $1.28K in Q2 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

Contravisory Investment Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 25 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $1.27K.
Contravisory Investment Management first reported a position in iShares Floating Rate Bond ETF in Q3 2023 and held it in 6 quarters.
Contravisory Investment Management's iShares Floating Rate Bond ETF position peaked at $1.28K in Q2 2024.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.