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Moller Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Moller Wealth Partners’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
Q2 		– Sell
-5,350
Closed -$273K – 70
2025
Q1 		$273K Buy
+5,350
New +$273K 0.07% 58

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moller Wealth Partners's FLOT Position: Q2 2025 in Review

Moller Wealth Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 5,350 shares — an estimated $273K sold.

Moller Wealth Partners first reported a position in FLOT in Q1 2025 and held it in 1 quarter. The position peaked at $273K in Q1 2025. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • Moller Wealth Partners reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Moller Wealth Partners sold 5,350 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $273K.
  • Moller Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Moller Wealth Partners's iShares Floating Rate Bond ETF position peaked at $273K in Q1 2025.
  • 675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Moller Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.