EWA
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Elevate Wealth Advisory’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Elevate Wealth Advisory’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
Q4 		– Sell
-880
Closed -$45K – 124
2025
Q3 		$45K Buy
880
+11
+1% +$561 0.03% 96
2025
Q2 		$44.4K Sell
869
-3,440
-80% -$175K 0.03% 104
2025
Q1 		$220K Buy
4,309
+7
+0.2% +$357 0.16% 69
2024
Q4 		$219K Buy
4,302
+15
+0.3% +$764 0.16% 65
2024
Q3 		$219K Buy
4,287
+13
+0.3% +$662 0.16% 66
2024
Q2 		$218K Buy
4,274
+12
+0.3% +$612 0.18% 64
2024
Q1 		$218K Sell
4,262
-3,527
-45% -$179K 0.19% 59
2023
Q4 		$394K Buy
+7,789
New +$395K 0.36% 38

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elevate Wealth Advisory's FLOT Position: Q4 2025 in Review

Elevate Wealth Advisory sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 880 shares — an estimated $45K sold.

Elevate Wealth Advisory first reported a position in FLOT in Q4 2023 and held it in 8 quarters. The position peaked at $394K in Q4 2023. 641 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Elevate Wealth Advisory reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 880 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $45K.
  • Elevate Wealth Advisory first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Elevate Wealth Advisory's iShares Floating Rate Bond ETF position peaked at $394K in Q4 2023.
  • 641 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Elevate Wealth Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.