Lido Advisors
FLOT icon

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

Lido 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
2026
Q2 		– Sell
-5,767
Closed -$294K – 2186
2026
Q1 		$294K Buy
+5,767
New +$294K ﹤0.01% 1578
2025
Q2 		– Sell
-15,200
Closed -$776K – 1687
2025
Q1 		$776K Buy
+15,200
New +$775K ﹤0.01% 877
2024
Q4 		– Sell
-6,907
Closed -$353K – 1532
2024
Q3 		$353K Buy
6,907
+268
+4% +$13.7K ﹤0.01% 1097
2024
Q2 		$339K Sell
6,639
-5,510
-45% -$281K ﹤0.01% 1063
2024
Q1 		$620K Sell
12,149
-18,324
-60% -$932K ﹤0.01% 832
2023
Q4 		$1.44M Buy
+30,473
New +$1.54M 0.01% 500
2023
Q3 		– Sell
-9,770
Closed -$487K – 1259
2023
Q2 		$487K Sell
9,770
-193,997
-95% -$9.8M ﹤0.01% 753
2023
Q1 		$10.3M Buy
203,767
+131,710
+183% +$6.65M 0.1% 119
2022
Q4 		$3.63M Buy
72,057
+1,050
+1% +$52.7K 0.04% 203
2022
Q3 		$3.57M Buy
+71,007
New +$3.57M 0.04% 184
2022
Q2 		– Sell
-4,517
Closed -$228K – 986
2022
Q1 		$228K Buy
+4,517
New +$229K ﹤0.01% 913
2021
Q4 		– Sell
-6,246
Closed -$317K – 1010
2021
Q3 		$317K Buy
6,246
+4
+0.1% +$203 ﹤0.01% 735
2021
Q2 		$317K Buy
6,242
+5
+0.1% +$254 ﹤0.01% 704
2021
Q1 		$317K Buy
6,237
+48
+0.8% +$2.44K 0.01% 640
2020
Q4 		$313K Buy
6,189
+6
+0.1% +$304 0.01% 609
2020
Q3 		$314K Buy
6,183
+9
+0.1% +$456 0.01% 472
2020
Q2 		$312K Sell
6,174
-110
-2% -$5.5K 0.01% 437
2020
Q1 		$306K Buy
6,284
+386
+7% +$19.3K 0.01% 415
2019
Q4 		$300K Buy
+5,898
New +$300K 0.01% 503

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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
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

Lido Advisors's FLOT Position: Q2 2026 in Review

Lido Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 5,767 shares — an estimated $294K sold.

Lido Advisors first reported a position in FLOT in Q4 2019 and held it in 19 quarters. The position peaked at $10.3M in Q1 2023. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Lido Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 5,767 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $294K.
  • Lido Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and held it in 19 quarters.
  • Lido Advisors's iShares Floating Rate Bond ETF position peaked at $10.3M in Q1 2023.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.