Mount Yale Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-61	Closed	-$3.13K	–	1004
2025 Q2	$3.13K	Buy	+61	New	+$3.1K	﹤0.01%	1283
2019 Q3	–	Sell	-8,128	Closed	-$413K	–	312
2019 Q2	$413K	Buy	8,128 +4,007	+97%	+$204K	0.08%	219
2019 Q1	$210K	Buy	4,121 +10	+0.2%	+$507	0.04%	285
2018 Q4	$209K	Buy	4,111 +2,291	+126%	+$116K	0.04%	291
2018 Q3	$93K	Buy	1,820 +995	+121%	+$50.7K	0.02%	462
2018 Q2	$42K	Buy	+825	New	+$42K	0.01%	664

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mount Yale Investment Advisors's FLOT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 61 shares — an estimated $3.13K sold.

Mount Yale Investment Advisors first reported a position in FLOT in Q2 2018 and held it in 6 quarters. The position peaked at $413K in Q2 2019. 649 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 61 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $3.13K.
Mount Yale Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2018 and held it in 6 quarters.
Mount Yale Investment Advisors's iShares Floating Rate Bond ETF position peaked at $413K in Q2 2019.
649 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.