Envestnet Asset Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$50.9M Sell
999,101
-256,284
-20% -$13.1M 0.01% 794
2025
Q4
$63.8M Sell
1,255,385
-213,519
-15% -$10.9M 0.02% 635
2025
Q3
$75M Sell
1,468,904
-490,506
-25% -$25M 0.02% 605
2025
Q2
$99.8M Sell
1,959,410
-229,022
-10% -$11.6M 0.03% 493
2025
Q1
$112M Buy
2,188,432
+310,472
+17% +$15.8M 0.04% 423
2024
Q4
$95.6M Buy
1,877,960
+70,275
+4% +$3.58M 0.03% 477
2024
Q3
$92.3M Sell
1,807,685
-160,319
-8% -$8.17M 0.03% 498
2024
Q2
$101M Buy
1,968,004
+215,886
+12% +$11M 0.04% 453
2024
Q1
$89.5M Sell
1,752,118
-358,982
-17% -$18.3M 0.03% 468
2023
Q4
$107M Sell
2,111,100
-532,671
-20% -$27M 0.04% 396
2023
Q3
$135M Sell
2,643,771
-237,215
-8% -$12M 0.06% 298
2023
Q2
$146M Buy
2,880,986
+748,686
+35% +$37.8M 0.06% 255
2023
Q1
$107M Sell
2,132,300
-744,029
-26% -$37.5M 0.05% 313
2022
Q4
$145M Buy
2,876,329
+293,833
+11% +$14.8M 0.07% 237
2022
Q3
$130M Buy
2,582,496
+703,770
+37% +$35.3M 0.07% 227
2022
Q2
$93.8M Sell
1,878,726
-534,931
-22% -$26.9M 0.05% 300
2022
Q1
$122M Buy
2,413,657
+149,468
+7% +$7.57M 0.06% 266
2021
Q4
$115M Buy
2,264,189
+130,327
+6% +$6.61M 0.06% 292
2021
Q3
$108M Buy
2,133,862
+309,443
+17% +$15.7M 0.06% 277
2021
Q2
$92.7M Sell
1,824,419
-580,209
-24% -$29.5M 0.05% 300
2021
Q1
$122M Buy
2,404,628
+388,328
+19% +$19.7M 0.08% 210
2020
Q4
$102M Sell
2,016,300
-194,212
-9% -$9.85M 0.08% 198
2020
Q3
$112M Sell
2,210,512
-122,727
-5% -$6.22M 0.1% 163
2020
Q2
$118M Sell
2,333,239
-1,984,336
-46% -$99.3M 0.12% 144
2020
Q1
$210M Sell
4,317,575
-616,650
-12% -$30.8M 0.25% 62
2019
Q4
$251M Sell
4,934,225
-78,779
-2% -$4.01M 0.27% 61
2019
Q3
$256M Buy
5,013,004
+188,680
+4% +$9.6M 0.28% 64
2019
Q2
$246M Buy
4,824,324
+227,212
+5% +$11.6M 0.31% 58
2019
Q1
$234M Buy
4,597,112
+817,065
+22% +$41.4M 0.32% 54
2018
Q4
$190M Buy
3,780,047
+1,148,890
+44% +$58.3M 0.29% 58
2018
Q3
$134M Buy
2,631,157
+961,221
+58% +$49M 0.23% 57
2018
Q2
$85.2M Buy
1,669,936
+179,425
+12% +$9.14M 0.19% 67
2018
Q1
$75.9M Buy
1,490,511
+824,367
+124% +$42M 0.21% 62
2017
Q4
$33.9M Buy
666,144
+152,094
+30% +$7.74M 0.08% 136
2017
Q3
$26.2M Buy
514,050
+136,121
+36% +$6.93M 0.06% 168
2017
Q2
$19.2M Sell
377,929
-13,588
-3% -$691K 0.05% 214
2017
Q1
$19.9M Buy
391,517
+64,761
+20% +$3.29M 0.06% 198
2016
Q4
$16.6M Buy
326,756
+66,781
+26% +$3.39M 0.06% 230
2016
Q3
$13.2M Sell
259,975
-135,548
-34% -$6.87M 0.05% 267
2016
Q2
$20M Sell
395,523
-76,169
-16% -$3.85M 0.08% 214
2016
Q1
$23.8M Sell
471,692
-264,388
-36% -$13.3M 0.1% 172
2015
Q4
$37.1M Sell
736,080
-557,293
-43% -$28.1M 0.17% 112
2015
Q3
$65.3M Sell
1,293,373
-95,102
-7% -$4.81M 0.32% 56
2015
Q2
$70.3M Sell
1,388,475
-243,092
-15% -$12.3M 0.33% 52
2015
Q1
$82.6M Sell
1,631,567
-216,493
-12% -$11M 0.43% 40
2014
Q4
$93.4M Sell
1,848,060
-803,129
-30% -$40.7M 0.95% 27
2014
Q3
$135M Buy
2,651,189
+250,512
+10% +$12.7M 1.36% 17
2014
Q2
$122M Sell
2,400,677
-1,243,508
-34% -$63.1M 1.27% 16
2014
Q1
$185M Sell
3,644,185
-145,404
-4% -$7.37M 2.05% 6
2013
Q4
$192M Buy
3,789,589
+630,905
+20% +$32M 2.2% 4
2013
Q3
$160M Buy
3,158,684
+217,739
+7% +$11M 1.95% 6
2013
Q2
$149M Buy
+2,940,945
New +$149M 1.93% 6

Other funds holding FLOT

Envestnet Asset Management's FLOT Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 20% in Q1 2026, selling an estimated $13.1M and leaving 999,101 shares worth $50.9M. The position accounts for 0.01% of the portfolio, ranked #794.

Envestnet Asset Management first reported a position in FLOT in Q2 2013 and has held it in 52 quarters since. The position peaked at $256M in Q3 2019. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Envestnet Asset Management held 999,101 shares of iShares Floating Rate Bond ETF worth $50.9M as of Q1 2026.
  • Envestnet Asset Management sold 256,284 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $13.1M.
  • iShares Floating Rate Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #794 holding.
  • Envestnet Asset Management first reported a position in iShares Floating Rate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's iShares Floating Rate Bond ETF position peaked at $256M in Q3 2019.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.