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Palisades Hudson Asset Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Palisades Hudson Asset Management’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
-8,645
Closed -$442K – 104
2025
Q3 		$442K Buy
8,645
+74
+0.9% +$3.77K 0.16% 64
2025
Q2 		$437K Buy
+8,571
New +$435K 0.17% 59

Other funds holding FLOT

Bank of America
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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Palisades Hudson Asset Management's FLOT Position: Q4 2025 in Review

Palisades Hudson Asset Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 8,645 shares — an estimated $442K sold.

Palisades Hudson Asset Management first reported a position in FLOT in Q2 2025 and held it in 2 quarters. The position peaked at $442K in Q3 2025. 643 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Palisades Hudson Asset Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 8,645 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $442K.
  • Palisades Hudson Asset Management first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Palisades Hudson Asset Management's iShares Floating Rate Bond ETF position peaked at $442K in Q3 2025.
  • 643 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2025, filed 30 Jan 2026.