Pacific Capital Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-100	Closed	-$5.09K	–	188
2024 Q4	$5.09K	Hold	100	–	–	﹤0.01%	314
2024 Q3	$5.1K	Hold	100	–	–	﹤0.01%	346
2024 Q2	$5.11K	Hold	100	–	–	﹤0.01%	381
2024 Q1	$5.11K	Hold	100	–	–	﹤0.01%	310
2023 Q4	$5.06K	Buy	+100	New	+$5.07K	﹤0.01%	246
2020 Q4	–	Sell	-100	Closed	-$5K	–	105
2020 Q3	$5K	Buy	+100	New	+$5.06K	﹤0.01%	187

Other funds holding FLOT

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pacific Capital Wealth Advisors's FLOT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 100 shares — an estimated $5.09K sold.

Pacific Capital Wealth Advisors first reported a position in FLOT in Q3 2020 and held it in 6 quarters. The position peaked at $5.11K in Q2 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 100 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $5.09K.
Pacific Capital Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $5.11K in Q2 2024.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.