OIA
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OneDigital Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

OneDigital 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
2026
Q2 		$932K Sell
18,262
-111,322
-86% -$5.67M 0.01% 773
2026
Q1 		$6.6M Sell
129,584
-55,232
-30% -$2.81M 0.06% 231
2025
Q4 		$9.4M Sell
184,816
-5,080
-3% -$259K 0.09% 180
2025
Q3 		$9.7M Sell
189,896
-157,177
-45% -$8.01M 0.1% 174
2025
Q2 		$17.7M Sell
347,073
-107,727
-24% -$5.47M 0.2% 107
2025
Q1 		$23.2M Buy
454,800
+150,536
+49% +$7.68M 0.28% 75
2024
Q4 		$15.5M Sell
304,264
-13,694
-4% -$697K 0.18% 107
2024
Q3 		$16.2M Buy
317,958
+47,444
+18% +$2.42M 0.19% 104
2024
Q2 		$13.8M Buy
270,514
+39,400
+17% +$2.01M 0.17% 108
2024
Q1 		$11.8M Buy
231,114
+26,273
+13% +$1.34M 0.19% 112
2023
Q4 		$10.4M Sell
204,841
-231,739
-53% -$11.7M 0.18% 115
2023
Q3 		$22.2M Buy
436,580
+41,514
+11% +$2.11M 0.48% 48
2023
Q2 		$20.1M Buy
395,066
+179,541
+83% +$9.07M 0.44% 51
2023
Q1 		$10.9M Buy
215,525
+46,532
+28% +$2.35M 0.25% 78
2022
Q4 		$8.51M Buy
168,993
+114,376
+209% +$5.74M 0.25% 84
2022
Q3 		$2.75M Buy
54,617
+34,036
+165% +$1.71M 0.1% 149
2022
Q2 		$1.03M Sell
20,581
-655
-3% -$33K 0.04% 249
2022
Q1 		$1.07M Buy
21,236
+1,655
+8% +$83.8K 0.04% 258
2021
Q4 		$993K Sell
19,581
-12,576
-39% -$638K 0.04% 287
2021
Q3 		$1.64M Sell
32,157
-10,248
-24% -$520K 0.06% 184
2021
Q2 		$2.15M Buy
42,405
+673
+2% +$34.2K 0.09% 147
2021
Q1 		$2.12M Sell
41,732
-808
-2% -$41K 0.1% 143
2020
Q4 		$2.16M Sell
42,540
-2,438
-5% -$124K 0.11% 131
2020
Q3 		$2.28M Sell
44,978
-10,736
-19% -$544K 0.16% 108
2020
Q2 		$2.82M Buy
55,714
+417
+0.8% +$20.9K 0.2% 99
2020
Q1 		$2.76M Sell
55,297
-11,651
-17% -$583K 0.24% 89
2019
Q4 		$3.41M Sell
66,948
-1,598
-2% -$81.4K 0.27% 78
2019
Q3 		$3.49M Buy
+68,546
New +$3.49M 0.31% 78
2019
Q2 		– Sell
-61,338
Closed -$3.12M – 1218
2019
Q1 		$3.12M Buy
61,338
+5,358
+10% +$272K 0.46% 52
2018
Q4 		$2.82M Sell
55,980
-12,000
-18% -$609K 0.48% 53
2018
Q3 		$3.47M Buy
67,980
+9,704
+17% +$495K 0.81% 22
2018
Q2 		$2.97M Buy
58,276
+885
+2% +$45.1K 0.62% 28
2018
Q1 		$2.92M Buy
57,391
+14,297
+33% +$728K 0.64% 32
2017
Q4 		$2.19M Buy
43,094
+43,039
+78,253% +$2.19M 0.25% 45
2017
Q3 		$3K Sell
55
-41,364
-100% -$2.1M ﹤0.01% 942
2017
Q2 		$2.11M Buy
+41,419
New +$2.11M 0.63% 33

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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

OneDigital Investment Advisors's FLOT Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 86% in Q2 2026, selling an estimated $5.67M and leaving 18,262 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #773.

OneDigital Investment Advisors first reported a position in FLOT in Q2 2017 and has held it in 36 quarters since. The position peaked at $23.2M in Q1 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • OneDigital Investment Advisors held 18,262 shares of iShares Floating Rate Bond ETF worth $932K as of Q2 2026.
  • OneDigital Investment Advisors sold 111,322 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $5.67M.
  • iShares Floating Rate Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #773 holding.
  • OneDigital Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's iShares Floating Rate Bond ETF position peaked at $23.2M in Q1 2025.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.