Kovitz Investment Group Partners
FLOT icon

Kovitz Investment Group Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-607,095
Closed -$31M – 759
2025
Q3 		$31M Sell
607,095
-19,181
-3% -$978K 0.12% 159
2025
Q2 		$32M Buy
626,276
+2,987
+0.5% +$152K 0.14% 135
2025
Q1 		$31.8M Buy
623,289
+60,050
+11% +$3.06M 0.16% 125
2024
Q4 		$28.7M Sell
563,239
-19,694
-3% -$1M 0.14% 134
2024
Q3 		$29.8M Buy
582,933
+13,207
+2% +$673K 0.21% 91
2024
Q2 		$29.1M Buy
569,726
+25,228
+5% +$1.29M 0.25% 69
2024
Q1 		$27.8M Buy
544,498
+492,188
+941% +$25M 0.35% 45
2023
Q4 		$2.65M Sell
52,310
-210
-0.4% -$10.6K 0.04% 215
2023
Q3 		$2.67M Buy
52,520
+7,242
+16% +$367K 0.05% 211
2023
Q2 		$2.3M Sell
45,278
-411
-0.9% -$20.8K 0.03% 236
2023
Q1 		$2.3M Sell
45,689
-3,927
-8% -$198K 0.04% 232
2022
Q4 		$2.5M Sell
49,616
-560
-1% -$28.1K 0.05% 215
2022
Q3 		$2.52M Sell
50,176
-327
-0.6% -$16.4K 0.06% 206
2022
Q2 		$2.52M Sell
50,503
-395
-0.8% -$19.9K 0.06% 212
2022
Q1 		$2.57M Sell
50,898
-819
-2% -$41.5K 0.05% 214
2021
Q4 		$2.62M Buy
51,717
+1,879
+4% +$95.3K 0.06% 190
2021
Q3 		$2.53M Buy
49,838
+151
+0.3% +$7.67K 0.05% 210
2021
Q2 		$2.52M Sell
49,687
-1,496
-3% -$76K 0.05% 220
2021
Q1 		$2.6M Sell
51,183
-534
-1% -$27.1K 0.06% 197
2020
Q4 		$2.62M Sell
51,717
-915
-2% -$46.4K 0.06% 185
2020
Q3 		$2.67M Sell
52,632
-1,855
-3% -$93.9K 0.07% 165
2020
Q2 		$2.76M Sell
54,487
-114,193
-68% -$5.71M 0.09% 154
2020
Q1 		$8.22M Sell
168,680
-34,674
-17% -$1.73M 0.3% 57
2019
Q4 		$10.4M Buy
203,354
+13,991
+7% +$713K 0.3% 53
2019
Q3 		$9.65M Buy
189,363
+68
+0% +$3.46K 0.31% 56
2019
Q2 		$9.64M Sell
189,295
-9,616
-5% -$489K 0.3% 51
2019
Q1 		$10.1M Buy
198,911
+116,358
+141% +$5.9M 0.32% 48
2018
Q4 		$4.16M Buy
+82,553
New +$4.19M 0.16% 96

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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
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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners's FLOT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 607,095 shares — an estimated $31M sold.

Kovitz Investment Group Partners first reported a position in FLOT in Q4 2018 and held it in 28 quarters. The position peaked at $32M in Q2 2025. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 607,095 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $31M.
  • Kovitz Investment Group Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's iShares Floating Rate Bond ETF position peaked at $32M in Q2 2025.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.