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Inlet Private Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Inlet Private Wealth’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
Q1 		– Sell
-4,950
Closed -$252K – 131
2024
Q4 		$252K Sell
4,950
-200
-4% -$10.2K 0.07% 116
2024
Q3 		$263K Hold
5,150
– – 0.07% 118
2024
Q2 		$263K Hold
5,150
– – 0.07% 116
2024
Q1 		$263K Sell
5,150
-9
-0.2% -$458 0.07% 116
2023
Q4 		$261K Buy
5,159
+506
+11% +$25.7K 0.08% 109
2023
Q3 		$237K Buy
4,653
+153
+3% +$7.76K 0.08% 117
2023
Q2 		$229K Buy
+4,500
New +$227K 0.06% 127

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Inlet Private Wealth's FLOT Position: Q1 2025 in Review

Inlet Private Wealth sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 4,950 shares — an estimated $252K sold.

Inlet Private Wealth first reported a position in FLOT in Q2 2023 and held it in 7 quarters. The position peaked at $263K in Q2 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

  • Inlet Private Wealth reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Inlet Private Wealth sold 4,950 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $252K.
  • Inlet Private Wealth first reported a position in iShares Floating Rate Bond ETF in Q2 2023 and held it in 7 quarters.
  • Inlet Private Wealth's iShares Floating Rate Bond ETF position peaked at $263K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Inlet Private Wealth's 13F filing for Q1 2025, filed 7 May 2025.