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Obsidian Personal Planning Solutions’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Obsidian Personal Planning Solutions’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 		$7.91M Buy
154,849
+4,555
+3% +$232K 2.75% 15
2025
Q2 		$7.67M Buy
150,294
+3,107
+2% +$158K 3.1% 15
2025
Q1 		$7.49M Buy
147,187
+4,131
+3% +$211K 3.35% 11
2024
Q4 		$7.31M Buy
143,056
+6,955
+5% +$354K 3.53% 9
2024
Q3 		$6.95M Buy
136,101
+14,937
+12% +$761K 3.63% 8
2024
Q2 		$6.19M Buy
121,164
+6,918
+6% +$353K 3.78% 8
2024
Q1 		$5.84M Buy
114,246
+15,479
+16% +$788K 3.83% 7
2023
Q4 		$5M Buy
98,767
+968
+1% +$49.1K 3.8% 9
2023
Q3 		$4.98M Buy
+97,799
New +$4.96M 4.25% 7

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Obsidian Personal Planning Solutions's FLOT Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its iShares Floating Rate Bond ETF (FLOT) stake by 3% in Q3 2025, buying an estimated $232K and bringing the position to 154,849 shares worth $7.91M. The position accounts for 2.75% of the portfolio, ranked #15.

Obsidian Personal Planning Solutions first reported a position in FLOT in Q3 2023 and has held it in 9 quarters since. 645 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

  • Obsidian Personal Planning Solutions held 154,849 shares of iShares Floating Rate Bond ETF worth $7.91M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 4,555 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $232K.
  • iShares Floating Rate Bond ETF made up 2.75% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #15 holding.
  • Obsidian Personal Planning Solutions first reported a position in iShares Floating Rate Bond ETF in Q3 2023 and has held it in 9 quarters since.
  • 645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.