KAS
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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
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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return