MWM
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Modern Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Modern Wealth Management’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
-4,817
Closed -$246K – 813
2025
Q2 		$246K Sell
4,817
-876
-15% -$44.5K 0.01% 672
2025
Q1 		$291K Buy
+5,693
New +$290K 0.01% 531
2024
Q1 		– Sell
-4,690
Closed -$237K – 302
2023
Q4 		$237K Buy
+4,690
New +$238K 0.03% 168

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

Modern Wealth Management's FLOT Position: Q3 2025 in Review

Modern Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 4,817 shares — an estimated $246K sold.

Modern Wealth Management first reported a position in FLOT in Q4 2023 and held it in 3 quarters. The position peaked at $291K in Q1 2025. 649 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

  • Modern Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 4,817 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $246K.
  • Modern Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Modern Wealth Management's iShares Floating Rate Bond ETF position peaked at $291K in Q1 2025.
  • 649 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.