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LGT Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

LGT Financial 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
Q4 		– Sell
-39
Closed -$1.99K – 289
2025
Q3 		$1.99K Buy
39
+8
+26% +$408 ﹤0.01% 341
2025
Q2 		$1.58K Buy
+31
New +$1.57K ﹤0.01% 367
2024
Q2 		– Sell
-1,222
Closed -$62.4K – 808
2024
Q1 		$62.4K Buy
1,222
+11
+0.9% +$560 0.07% 207
2023
Q4 		$61.3K Buy
1,211
+24
+2% +$1.22K 0.07% 197
2023
Q3 		$60.4K Buy
1,187
+17
+1% +$862 0.08% 201
2023
Q2 		$59.4K Buy
+1,170
New +$59.1K 0.06% 159
2023
Q1 		– Sell
-1,144
Closed -$57.6K – 121
2022
Q4 		$57.6K Buy
+1,144
New +$57.4K 0.07% 131

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
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LGT Financial Advisors's FLOT Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 39 shares — an estimated $1.99K sold.

LGT Financial Advisors first reported a position in FLOT in Q4 2022 and held it in 7 quarters. The position peaked at $62.4K in Q1 2024. 643 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 39 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $1.99K.
  • LGT Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and held it in 7 quarters.
  • LGT Financial Advisors's iShares Floating Rate Bond ETF position peaked at $62.4K in Q1 2024.
  • 643 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.