Koshinski Asset Management
FLOT icon

Koshinski Asset Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Koshinski Asset 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
Q1 		– Sell
-4,313
Closed -$219K – 643
2024
Q4 		$219K Sell
4,313
-460
-10% -$23.4K 0.02% 576
2024
Q3 		$244K Buy
4,773
+350
+8% +$17.8K 0.02% 536
2024
Q2 		$225K Sell
4,423
-280
-6% -$14.3K 0.02% 543
2024
Q1 		$240K Buy
+4,703
New +$239K 0.02% 490
2023
Q1 		– Sell
-22,446
Closed -$1.13M – 575
2022
Q4 		$1.13M Buy
22,446
+2,871
+15% +$144K 0.11% 207
2022
Q3 		$984K Buy
19,575
+368
+2% +$18.5K 0.12% 199
2022
Q2 		$959K Buy
19,207
+1,588
+9% +$80K 0.1% 236
2022
Q1 		$890K Buy
17,619
+13,942
+379% +$706K 0.07% 271
2021
Q4 		$187K Hold
3,677
– – 0.02% 644
2021
Q3 		$187K Buy
+3,677
New +$187K 0.02% 628
2020
Q1 		– Sell
-8,665
Closed -$441K – 472
2019
Q4 		$441K Buy
+8,665
New +$441K 0.08% 332
2019
Q1 		– Sell
-4,000
Closed -$201K – 421
2018
Q4 		$201K Buy
+4,000
New +$203K 0.05% 372

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Koshinski Asset Management's FLOT Position: Q1 2025 in Review

Koshinski Asset Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 4,313 shares — an estimated $219K sold.

Koshinski Asset Management first reported a position in FLOT in Q4 2018 and held it in 12 quarters. The position peaked at $1.13M in Q4 2022. 659 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

  • Koshinski Asset Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 4,313 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $219K.
  • Koshinski Asset Management first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 12 quarters.
  • Koshinski Asset Management's iShares Floating Rate Bond ETF position peaked at $1.13M in Q4 2022.
  • 659 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Koshinski Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.