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Laurel Wealth Advisors (North Carolina)’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026
Q1 		– Sell
-2,908
Closed -$148K – 352
2025
Q4 		$148K Buy
+2,908
New +$148K 0.02% 208
2025
Q2 		– Sell
-3,208
Closed -$164K – 356
2025
Q1 		$164K Hold
3,208
– – 0.03% 189
2024
Q4 		$163K Hold
3,208
– – 0.03% 189
2024
Q3 		$164K Sell
3,208
-845
-21% -$43K 0.03% 194
2024
Q2 		$207K Sell
4,053
-62
-2% -$3.16K 0.04% 172
2024
Q1 		$210K Hold
4,115
– – 0.04% 173
2023
Q4 		$208K Buy
4,115
+1
+0% +$51 0.04% 174
2023
Q3 		$209K Sell
4,114
-249
-6% -$12.6K 0.04% 162
2023
Q2 		$222K Sell
4,363
-1,151
-21% -$58.2K 0.04% 162
2023
Q1 		$278K Sell
5,514
-2,563
-32% -$129K 0.06% 144
2022
Q4 		$406K Buy
8,077
+73
+0.9% +$3.67K 0.09% 123
2022
Q3 		$402K Buy
8,004
+4
+0.1% +$201 0.1% 120
2022
Q2 		$399K Buy
8,000
+2,347
+42% +$118K 0.1% 124
2022
Q1 		$286K Buy
5,653
+451
+9% +$22.8K 0.06% 146
2021
Q4 		$264K Buy
5,202
+1
+0% +$51 0.05% 150
2021
Q3 		$264K Sell
5,201
-45
-0.9% -$2.29K 0.06% 146
2021
Q2 		$267K Sell
5,246
-1,798
-26% -$91.3K 0.06% 152
2021
Q1 		$358K Hold
7,044
– – 0.09% 131
2020
Q4 		$357K Sell
7,044
-98
-1% -$4.97K 0.09% 127
2020
Q3 		$362K Buy
7,142
+731
+11% +$37K 0.11% 120
2020
Q2 		$324K Sell
6,411
-86,585
-93% -$4.33M 0.11% 115
2020
Q1 		$4.53M Sell
92,996
-97,208
-51% -$4.86M 1.7% 13
2019
Q4 		$9.69M Sell
190,204
-4,247
-2% -$216K 3.05% 5
2019
Q3 		$9.91M Buy
194,451
+639
+0.3% +$32.5K 3.39% 3
2019
Q2 		$9.87M Sell
193,812
-3,298
-2% -$168K 3.48% 3
2019
Q1 		$10M Buy
197,110
+8,815
+5% +$447K 3.68% 3
2018
Q4 		$9.48M Buy
+188,295
New +$9.55M 3.81% 3

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FLOT Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 2,908 shares — an estimated $148K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FLOT in Q4 2018 and held it in 27 quarters. The position peaked at $10M in Q1 2019. 662 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2,908 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $148K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares Floating Rate Bond ETF position peaked at $10M in Q1 2019.
  • 662 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.