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Cypress Wealth Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Cypress Wealth Services’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
Q2 		– Sell
-4,475
Closed -$228K – 321
2025
Q1 		$228K Sell
4,475
-495
-10% -$25.2K 0.05% 250
2024
Q4 		$253K Sell
4,970
-7,394
-60% -$377K 0.05% 227
2024
Q3 		$631K Sell
12,364
-9,860
-44% -$502K 0.13% 125
2024
Q2 		$1.14M Hold
22,224
– – 0.25% 71
2024
Q1 		$1.13M Hold
22,224
– – 0.26% 73
2023
Q4 		$1.12M Sell
22,224
-409
-2% -$20.7K 0.28% 71
2023
Q3 		$1.15M Sell
22,633
-150
-0.7% -$7.61K 0.32% 66
2023
Q2 		$1.16M Sell
22,783
-831
-4% -$42K 0.3% 66
2023
Q1 		$1.19M Sell
23,614
-46
-0.2% -$2.32K 0.35% 60
2022
Q4 		$1.19M Buy
23,660
+55
+0.2% +$2.76K 0.38% 64
2022
Q3 		$1.19M Buy
23,605
+2
+0% +$100 0.4% 60
2022
Q2 		$1.18M Buy
23,603
+445
+2% +$22.4K 0.38% 63
2022
Q1 		$1.17M Buy
+23,158
New +$1.17M 0.32% 61
2019
Q4 		– Sell
-5,589
Closed -$285K – 262
2019
Q3 		$285K Buy
5,589
+669
+14% +$34K 0.08% 193
2019
Q2 		$251K Sell
4,920
-179
-4% -$9.11K 0.07% 211
2019
Q1 		$260K Sell
5,099
-302
-6% -$15.3K 0.08% 199
2018
Q4 		$272K Buy
5,401
+624
+13% +$31.7K 0.11% 167
2018
Q3 		$244K Buy
4,777
+798
+20% +$40.7K 0.09% 186
2018
Q2 		$203K Buy
+3,979
New +$203K 0.08% 208

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
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cypress Wealth Services's FLOT Position: Q2 2025 in Review

Cypress Wealth Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 4,475 shares — an estimated $228K sold.

Cypress Wealth Services first reported a position in FLOT in Q2 2018 and held it in 19 quarters. The position peaked at $1.19M in Q4 2022. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • Cypress Wealth Services reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 4,475 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $228K.
  • Cypress Wealth Services first reported a position in iShares Floating Rate Bond ETF in Q2 2018 and held it in 19 quarters.
  • Cypress Wealth Services's iShares Floating Rate Bond ETF position peaked at $1.19M in Q4 2022.
  • 675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Cypress Wealth Services's 13F filing for Q2 2025, filed 28 Jul 2025.