FCI
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Financial Counselors Inc’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Financial Counselors Inc’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
-4,017
Closed -$205K – 204
2025
Q1 		$205K Sell
4,017
-3
-0.1% -$153 ﹤0.01% 566
2024
Q4 		$205K Sell
4,020
-20,886
-84% -$1.06M ﹤0.01% 565
2024
Q3 		$1.27M Sell
24,906
-98
-0.4% -$4.99K 0.02% 316
2024
Q2 		$1.28M Buy
25,004
+171
+0.7% +$8.72K 0.02% 302
2024
Q1 		$1.27M Buy
24,833
+20,793
+515% +$1.06M 0.02% 304
2023
Q4 		$205K Hold
4,040
– – ﹤0.01% 548
2023
Q3 		$206K Buy
+4,040
New +$205K ﹤0.01% 538

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

Financial Counselors Inc's FLOT Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 4,017 shares — an estimated $205K sold.

Financial Counselors Inc first reported a position in FLOT in Q3 2023 and held it in 7 quarters. The position peaked at $1.28M in Q2 2024. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 4,017 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $205K.
  • Financial Counselors Inc first reported a position in iShares Floating Rate Bond ETF in Q3 2023 and held it in 7 quarters.
  • Financial Counselors Inc's iShares Floating Rate Bond ETF position peaked at $1.28M in Q2 2024.
  • 675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.