LFA
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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 $1.37T 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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return