MA
FLOT icon

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

Maxele 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
2022
Q3 		$279K Sell
5,550
-50
-0.9% -$2.51K 0.47% 60
2022
Q2 		$280K Buy
5,600
+75
+1% +$3.78K 0.44% 64
2022
Q1 		$279K Sell
5,525
-150
-3% -$7.59K 0.35% 72
2021
Q4 		$288K Buy
+5,675
New +$288K 0.33% 71

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Maxele Advisors's FLOT Position: Q3 2022 in Review

Maxele Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 0.89% in Q3 2022, selling an estimated $2.51K and leaving 5,550 shares worth $279K. The position accounts for 0.47% of the portfolio, ranked #60.

Maxele Advisors first reported a position in FLOT in Q4 2021 and has held it in 4 quarters since. The position peaked at $288K in Q4 2021. 669 funds tracked by Wall St. Rank hold FLOT as of Q3 2022.

  • Maxele Advisors held 5,550 shares of iShares Floating Rate Bond ETF worth $279K as of Q3 2022.
  • Maxele Advisors sold 50 iShares Floating Rate Bond ETF shares in Q3 2022, an estimated $2.51K.
  • iShares Floating Rate Bond ETF made up 0.47% of Maxele Advisors's portfolio in Q3 2022, its #60 holding.
  • Maxele Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Maxele Advisors's iShares Floating Rate Bond ETF position peaked at $288K in Q4 2021.
  • 669 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2022.

Based on Maxele Advisors's 13F filing for Q3 2022, filed 1 Dec 2025.