IFA
FLOT icon

Interactive Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Interactive Financial 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
2025
Q3 		– Sell
-4,473
Closed -$228K – 83
2025
Q2 		$228K Sell
4,473
-70
-2% -$3.56K 0.11% 80
2025
Q1 		$232K Sell
4,543
-56
-1% -$2.85K 0.12% 81
2024
Q4 		$234K Buy
4,599
+90
+2% +$4.58K 0.12% 82
2024
Q3 		$230K Sell
4,509
-223
-5% -$11.4K 0.12% 84
2024
Q2 		$242K Sell
4,732
-141
-3% -$7.19K 0.13% 81
2024
Q1 		$249K Sell
4,873
-14,900
-75% -$758K 0.14% 80
2023
Q4 		$2.7M Buy
+19,773
New +$1M 1.45% 20
2023
Q1 		– Sell
-3,634
Closed -$183K – 102
2022
Q4 		$183K Buy
3,634
+166
+5% +$8.33K 0.11% 90
2022
Q3 		$174K Buy
3,468
+222
+7% +$11.1K 0.1% 91
2022
Q2 		$162K Sell
3,246
-583
-15% -$29.4K 0.08% 85
2022
Q1 		$173K Buy
3,829
+689
+22% +$34.9K 0.08% 91
2021
Q4 		$159K Buy
3,140
+167
+6% +$8.47K 0.06% 93
2021
Q3 		$151K Sell
2,973
-24
-0.8% -$1.22K 0.07% 93
2021
Q2 		$152K Sell
2,997
-490
-14% -$24.9K 0.06% 93
2021
Q1 		$177K Buy
3,487
+615
+21% +$31.2K 0.07% 85
2020
Q4 		$146K Buy
2,872
+24
+0.8% +$1.22K 0.07% 84
2020
Q3 		$144K Buy
2,848
+78
+3% +$3.95K 0.07% 78
2020
Q2 		$140K Buy
2,770
+32
+1% +$1.6K 0.07% 77
2020
Q1 		$133K Buy
2,738
+171
+7% +$8.55K 0.12% 48
2019
Q4 		$131K Buy
2,567
+62
+2% +$3.16K 0.06% 86
2019
Q3 		$128K Buy
2,505
+522
+26% +$26.6K 0.06% 82
2019
Q2 		$101K Buy
1,983
+103
+5% +$5.24K 0.05% 91
2019
Q1 		$96K Buy
1,880
+31
+2% +$1.57K 0.05% 78
2018
Q4 		$93K Sell
1,849
-100
-5% -$5.07K 0.05% 63
2018
Q3 		$99K Sell
1,949
-127
-6% -$6.47K 0.05% 79
2018
Q2 		$106K Sell
2,076
-1,289
-38% -$65.7K 0.05% 80
2018
Q1 		$171K Sell
3,365
-4,413
-57% -$225K 0.08% 68
2017
Q4 		$395K Buy
7,778
+93
+1% +$4.73K 0.17% 48
2017
Q3 		$391K Buy
7,685
+11
+0.1% +$560 0.18% 48
2017
Q2 		$391K Sell
7,674
-215
-3% -$10.9K 0.18% 50
2017
Q1 		$401K Sell
7,889
-893
-10% -$45.4K 0.2% 51
2016
Q4 		$446K Sell
8,782
-1,380
-14% -$70K 0.22% 50
2016
Q3 		$516K Buy
10,162
+202
+2% +$10.2K 0.26% 46
2016
Q2 		$504K Sell
9,960
-391
-4% -$19.7K 0.27% 46
2016
Q1 		$522K Sell
10,351
-11,172
-52% -$562K 0.32% 42
2015
Q4 		$1.09M Sell
21,523
-914
-4% -$46.1K 0.63% 28
2015
Q3 		$1.13M Sell
22,437
-1,220
-5% -$61.7K 0.64% 27
2015
Q2 		$1.2M Sell
23,657
-878
-4% -$44.5K 0.65% 30
2015
Q1 		$1.24M Sell
24,535
-1,516
-6% -$76.7K 0.67% 29
2014
Q4 		$1.32M Sell
26,051
-1,833
-7% -$92.9K 0.72% 28
2014
Q3 		$1.42M Buy
27,884
+91
+0.3% +$4.62K 0.81% 25
2014
Q2 		$1.41M Buy
+27,793
New +$1.41M 0.8% 25

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Interactive Financial Advisors's FLOT Position: Q3 2025 in Review

Interactive Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 4,473 shares — an estimated $228K sold.

Interactive Financial Advisors first reported a position in FLOT in Q2 2014 and held it in 42 quarters. The position peaked at $2.7M in Q4 2023. 649 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

  • Interactive Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Interactive Financial Advisors sold 4,473 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $228K.
  • Interactive Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2014 and held it in 42 quarters.
  • Interactive Financial Advisors's iShares Floating Rate Bond ETF position peaked at $2.7M in Q4 2023.
  • 649 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on Interactive Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.