HCA
FLOT icon

Heck Capital Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Heck Capital Advisors’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
2026
Q1 		– Sell
-20,629
Closed -$1.05M – 219
2025
Q4 		$1.05M Buy
20,629
+14,720
+249% +$750K 0.08% 109
2025
Q3 		$302K Buy
5,909
+18
+0.3% +$918 0.02% 175
2025
Q2 		$301K Sell
5,891
-45,745
-89% -$2.32M 0.03% 162
2025
Q1 		$2.64M Buy
51,636
+24,996
+94% +$1.27M 0.3% 58
2024
Q4 		$1.36M Buy
26,640
+19,643
+281% +$1M 0.16% 75
2024
Q3 		$357K Sell
6,997
-592
-8% -$30.2K 0.04% 126
2024
Q2 		$388K Buy
7,589
+4,063
+115% +$207K 0.05% 114
2024
Q1 		$180K Buy
3,526
+34
+1% +$1.73K 0.03% 140
2023
Q4 		$177K Buy
3,492
+1,492
+75% +$75.6K 0.03% 136
2023
Q3 		$102K Buy
+2,000
New +$101K 0.02% 138
2017
Q3 		– Sell
-57,242
Closed -$2.91M – 85
2017
Q2 		$2.91M Buy
57,242
+2,862
+5% +$146K 1.69% 15
2017
Q1 		$2.77M Buy
54,380
+12,841
+31% +$652K 1.7% 15
2016
Q4 		$2.11M Buy
+41,539
New +$2.11M 1.53% 16

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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

Heck Capital Advisors's FLOT Position: Q1 2026 in Review

Heck Capital Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 20,629 shares — an estimated $1.05M sold.

Heck Capital Advisors first reported a position in FLOT in Q4 2016 and held it in 13 quarters. The position peaked at $2.91M in Q2 2017. 658 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Heck Capital Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 20,629 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $1.05M.
  • Heck Capital Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2016 and held it in 13 quarters.
  • Heck Capital Advisors's iShares Floating Rate Bond ETF position peaked at $2.91M in Q2 2017.
  • 658 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.