Diversify Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Diversify Advisory 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
2026 Q1	–	Sell	-8,773	Closed	-$447K	–	446
2025 Q4	$447K	Sell	8,773 -878	-9%	-$44.7K	0.01%	631
2025 Q3	$491K	Buy	9,651 +399	+4%	+$20.3K	0.02%	569
2025 Q2	$471K	Sell	9,252 -3,225	-26%	-$164K	0.02%	557
2025 Q1	$635K	Sell	12,477 -6,355	-34%	-$324K	0.04%	303
2024 Q4	$959K	Buy	18,832 +6,039	+47%	+$308K	0.05%	233
2024 Q3	$652K	Sell	12,793 -687	-5%	-$35K	0.04%	332
2024 Q2	$686K	Buy	13,480 +2,072	+18%	+$106K	0.04%	316
2024 Q1	$580K	Buy	+11,408	New	+$580K	0.03%	382

Other funds holding FLOT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diversify Advisory Services's FLOT Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 8,773 shares — an estimated $447K sold.

Diversify Advisory Services first reported a position in FLOT in Q1 2024 and held it in 8 quarters. The position peaked at $959K in Q4 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Diversify Advisory Services reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 8,773 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $447K.
Diversify Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's iShares Floating Rate Bond ETF position peaked at $959K in Q4 2024.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.