Laird Norton Wetherby Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Laird Norton Wetherby Wealth 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 Q3	–	Sell	-24,670	Closed	-$1.26M	–	945
2025 Q2	$1.26M	Buy	+24,670	New	+$1.25M	0.06%	305
2024 Q4	$1.28M	Hold	25,065	–	–	0.06%	282
2024 Q3	$1.28M	Sell	25,065 -395	-2%	-$20.1K	0.06%	295
2024 Q2	$1.3M	Hold	25,460	–	–	0.06%	288
2024 Q1	$1.3M	Hold	25,460	–	–	0.06%	301
2023 Q4	$1.29M	Sell	25,460 -845	-3%	-$42.8K	0.07%	295
2023 Q3	$1.34M	Sell	26,305 -395	-1%	-$20K	0.08%	274
2023 Q2	$1.36M	Sell	26,700 -300	-1%	-$15.2K	0.07%	276
2023 Q1	$1.36M	Hold	27,000	–	–	0.08%	264
2022 Q4	$1.36M	Hold	27,000	–	–	0.09%	257
2022 Q3	$1.36M	Buy	27,000 +6,780	+34%	+$340K	0.1%	220
2022 Q2	$1.01M	Hold	20,220	–	–	0.07%	293
2022 Q1	$1.02M	Sell	20,220 -260	-1%	-$13.2K	0.06%	305
2021 Q4	$1.04M	Hold	20,480	–	–	0.06%	317
2021 Q3	$1.04M	Sell	20,480 -730	-3%	-$37.1K	0.06%	291
2021 Q2	$1.08M	Buy	+21,210	New	+$1.08M	0.07%	278
2021 Q1	–	Sell	-13,660	Closed	-$693K	–	823
2020 Q4	$693K	Buy	+13,660	New	+$693K	0.05%	361

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FLOT Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 24,670 shares — an estimated $1.26M sold.

Laird Norton Wetherby Wealth Management first reported a position in FLOT in Q4 2020 and held it in 17 quarters. The position peaked at $1.36M in Q1 2023. 645 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

Laird Norton Wetherby Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 24,670 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $1.26M.
Laird Norton Wetherby Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and held it in 17 quarters.
Laird Norton Wetherby Wealth Management's iShares Floating Rate Bond ETF position peaked at $1.36M in Q1 2023.
645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.