LA
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LexAurum Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

LexAurum Advisors’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
-44,482
Closed -$2.27M – 378
2025
Q2 		$2.27M Hold
44,482
– – 0.36% 55
2025
Q1 		$2.27M Buy
44,482
+36,504
+458% +$1.86M 0.44% 44
2024
Q4 		$406K Sell
7,978
-2,235
-22% -$114K 0.08% 210
2024
Q3 		$521K Sell
10,213
-570
-5% -$29K 0.11% 159
2024
Q2 		$551K Buy
10,783
+4,701
+77% +$240K 0.13% 141
2024
Q1 		$311K Sell
6,082
-113
-2% -$5.75K 0.08% 219
2023
Q4 		$314K Buy
+6,195
New +$314K 0.08% 218
2022
Q4 		– Sell
-5,750
Closed -$289K – 257
2022
Q3 		$289K Sell
5,750
-2,141
-27% -$108K 0.11% 177
2022
Q2 		$394K Buy
7,891
+3,403
+76% +$171K 0.15% 145
2022
Q1 		$227K Buy
+4,488
New +$227K 0.07% 232
2021
Q4 		– Sell
-3,961
Closed -$201K – 261
2021
Q3 		$201K Sell
3,961
-227
-5% -$11.5K 0.06% 268
2021
Q2 		$213K Sell
4,188
-927
-18% -$47.1K 0.06% 266
2021
Q1 		$260K Buy
5,115
+15
+0.3% +$762 0.09% 215
2020
Q4 		$259K Sell
5,100
-1,246
-20% -$63.2K 0.09% 204
2020
Q3 		$322K Sell
6,346
-514
-7% -$26K 0.13% 155
2020
Q2 		$347K Sell
6,860
-1,029
-13% -$51.5K 0.19% 122
2020
Q1 		$385K Buy
7,889
+2,224
+39% +$111K 0.27% 80
2019
Q4 		$288K Buy
+5,665
New +$289K 0.14% 158
2018
Q4 		– Sell
-4,405
Closed -$225K – 156
2018
Q3 		$225K Buy
+4,405
New +$225K 0.16% 130

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
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
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
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LexAurum Advisors's FLOT Position: Q3 2025 in Review

LexAurum Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 44,482 shares — an estimated $2.27M sold.

LexAurum Advisors first reported a position in FLOT in Q3 2018 and held it in 19 quarters. The position peaked at $2.27M in Q1 2025. 649 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

  • LexAurum Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • LexAurum Advisors sold 44,482 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $2.27M.
  • LexAurum Advisors first reported a position in iShares Floating Rate Bond ETF in Q3 2018 and held it in 19 quarters.
  • LexAurum Advisors's iShares Floating Rate Bond ETF position peaked at $2.27M in Q1 2025.
  • 649 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on LexAurum Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.