KPP Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

KPP Advisory Services’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	-4,150	Closed	-$212K	–	334
2025 Q2	$212K	Sell	4,150 -300	-7%	-$15.2K	0.03%	295
2025 Q1	$227K	Hold	4,450	–	–	0.04%	274
2024 Q4	$226K	Hold	4,450	–	–	0.05%	231
2024 Q3	$227K	Hold	4,450	–	–	0.05%	232
2024 Q2	$227K	Hold	4,450	–	–	0.06%	217
2024 Q1	$227K	Buy	+4,450	New	+$226K	0.06%	220
2023 Q4	–	Sell	-4,450	Closed	-$226K	–	149
2023 Q3	$226K	Buy	+4,450	New	+$226K	0.07%	185

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KPP Advisory Services's FLOT Position: Q3 2025 in Review

KPP Advisory Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 4,150 shares — an estimated $212K sold.

KPP Advisory Services first reported a position in FLOT in Q3 2023 and held it in 7 quarters. The position peaked at $227K in Q2 2024. 649 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

KPP Advisory Services reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
KPP Advisory Services sold 4,150 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $212K.
KPP Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q3 2023 and held it in 7 quarters.
KPP Advisory Services's iShares Floating Rate Bond ETF position peaked at $227K in Q2 2024.
649 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on KPP Advisory Services's 13F filing for Q3 2025, filed 3 Nov 2025.