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

Financial Advocates 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
Q2 		– Sell
-149,886
Closed -$7.65M – 675
2025
Q1 		$7.65M Buy
149,886
+21,987
+17% +$1.12M 0.54% 39
2024
Q4 		$6.51M Buy
127,899
+99,604
+352% +$5.07M 0.37% 58
2024
Q3 		$1.44M Sell
28,295
-82,029
-74% -$4.18M 0.08% 231
2024
Q2 		$5.64M Buy
110,324
+65,700
+147% +$3.35M 0.35% 61
2024
Q1 		$2.85M Buy
44,624
+9,880
+28% +$503K 0.17% 137
2023
Q4 		$2.26M Buy
34,744
+21,973
+172% +$1.11M 0.15% 154
2023
Q3 		$983K Buy
+12,771
New +$648K 0.07% 274
2023
Q2 		– Sell
-25,861
Closed -$1.3M – 718
2023
Q1 		$1.3M Sell
25,861
-5,887
-19% -$297K 0.09% 237
2022
Q4 		$1.6M Buy
31,748
+2,916
+10% +$146K 0.12% 205
2022
Q3 		$1.5M Sell
28,832
-6,609
-19% -$332K 0.12% 187
2022
Q2 		$1.77M Sell
35,441
-12,108
-25% -$610K 0.14% 173
2022
Q1 		$2.4M Buy
47,549
+26,616
+127% +$1.35M 0.16% 149
2021
Q4 		$1.06M Buy
20,933
+191
+0.9% +$9.69K 0.07% 308
2021
Q3 		$1.05M Buy
20,742
+3,356
+19% +$170K 0.07% 296
2021
Q2 		$866K Sell
17,386
-6,748
-28% -$343K 0.06% 347
2021
Q1 		$1.23M Sell
24,134
-1,771
-7% -$90K 0.09% 271
2020
Q4 		$1.31M Sell
25,905
-2,156
-8% -$109K 0.09% 251
2020
Q3 		$1.42M Sell
28,061
-269
-0.9% -$13.6K 0.12% 184
2020
Q2 		$1.66M Buy
28,330
+2,147
+8% +$107K 0.16% 158
2020
Q1 		$1.28M Sell
26,183
-9,495
-27% -$475K 0.18% 149
2019
Q4 		$1.82M Buy
35,678
+791
+2% +$40.3K 0.19% 132
2019
Q3 		$1.78M Buy
34,887
+117
+0.3% +$5.95K 0.2% 119
2019
Q2 		$1.77M Buy
34,770
+6,134
+21% +$312K 0.21% 124
2019
Q1 		$1.46M Buy
28,636
+1,237
+5% +$62.7K 0.18% 135
2018
Q4 		$1.38M Buy
27,399
+19,470
+246% +$988K 0.19% 132
2018
Q3 		$404K Buy
7,929
+3,584
+82% +$183K 0.05% 323
2018
Q2 		$221K Buy
+4,345
New +$221K 0.03% 440

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 $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's FLOT Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 149,886 shares — an estimated $7.65M sold.

Financial Advocates Investment Management first reported a position in FLOT in Q2 2018 and held it in 27 quarters. The position peaked at $7.65M in Q1 2025. 676 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 149,886 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $7.65M.
  • Financial Advocates Investment Management first reported a position in iShares Floating Rate Bond ETF in Q2 2018 and held it in 27 quarters.
  • Financial Advocates Investment Management's iShares Floating Rate Bond ETF position peaked at $7.65M in Q1 2025.
  • 676 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.