FWM
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FSA Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

FSA Wealth 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
Q3 		$5.08K Buy
99
+1
+1% +$51 ﹤0.01% 398
2025
Q2 		$5.01K Buy
+98
New +$4.98K ﹤0.01% 382

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

FSA Wealth Management's FLOT Position: Q3 2025 in Review

FSA Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 1% in Q3 2025, buying an estimated $51 and bringing the position to 99 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

FSA Wealth Management first reported a position in FLOT in Q2 2025 and has held it in 2 quarters since. 645 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

  • FSA Wealth Management held 99 shares of iShares Floating Rate Bond ETF worth $5.08K as of Q3 2025.
  • FSA Wealth Management bought 1 iShares Floating Rate Bond ETF share in Q3 2025, an estimated $51.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #398 holding.
  • FSA Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.