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Forefront Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Forefront Wealth Partners’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
-45,126
Closed -$2.31M – 158
2025
Q3 		$2.31M Buy
+45,126
New +$2.3M 0.58% 46

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forefront Wealth Partners's FLOT Position: Q4 2025 in Review

Forefront Wealth Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 45,126 shares — an estimated $2.31M sold.

Forefront Wealth Partners first reported a position in FLOT in Q3 2025 and held it in 1 quarter. The position peaked at $2.31M in Q3 2025. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Forefront Wealth Partners reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 45,126 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $2.31M.
  • Forefront Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's iShares Floating Rate Bond ETF position peaked at $2.31M in Q3 2025.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.