KJHP
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K.J. Harrison & Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

K.J. Harrison & 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
Q2 		– Sell
-5,928
Closed -$303K – 191
2025
Q1 		$303K Buy
+5,928
New +$302K 0.06% 155
2019
Q1 		– Sell
-4,550
Closed -$229K – 161
2018
Q4 		$229K Buy
+4,550
New +$231K 0.14% 104

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

K.J. Harrison & Partners's FLOT Position: Q2 2025 in Review

K.J. Harrison & Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 5,928 shares — an estimated $303K sold.

K.J. Harrison & Partners first reported a position in FLOT in Q4 2018 and held it in 2 quarters. The position peaked at $303K in Q1 2025. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • K.J. Harrison & Partners reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • K.J. Harrison & Partners sold 5,928 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $303K.
  • K.J. Harrison & Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 2 quarters.
  • K.J. Harrison & Partners's iShares Floating Rate Bond ETF position peaked at $303K in Q1 2025.
  • 675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on K.J. Harrison & Partners's 13F filing for Q2 2025, filed 5 Aug 2025.