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Optivise Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Optivise Advisory Services’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
Q4 		– Sell
-4,338
Closed -$222K – 207
2025
Q3 		$222K Sell
4,338
-553
-11% -$28.2K 0.13% 172
2025
Q2 		$250K Buy
4,891
+311
+7% +$15.8K 0.13% 166
2025
Q1 		$234K Buy
+4,580
New +$234K 0.13% 164

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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optivise Advisory Services's FLOT Position: Q4 2025 in Review

Optivise Advisory Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 4,338 shares — an estimated $222K sold.

Optivise Advisory Services first reported a position in FLOT in Q1 2025 and held it in 3 quarters. The position peaked at $250K in Q2 2025. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Optivise Advisory Services reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 4,338 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $222K.
  • Optivise Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Optivise Advisory Services's iShares Floating Rate Bond ETF position peaked at $250K in Q2 2025.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.