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Portfolio Design Labs’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Portfolio Design Labs’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
Q2 		– Sell
-91,484
Closed -$4.67M – 167
2025
Q1 		$4.67M Sell
91,484
-715
-0.8% -$36.5K 0.96% 22
2024
Q4 		$4.69M Buy
+92,199
New +$4.7M 0.96% 23

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Portfolio Design Labs's FLOT Position: Q2 2025 in Review

Portfolio Design Labs sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 91,484 shares — an estimated $4.67M sold.

Portfolio Design Labs first reported a position in FLOT in Q4 2024 and held it in 2 quarters. The position peaked at $4.69M in Q4 2024. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • Portfolio Design Labs reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Portfolio Design Labs sold 91,484 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $4.67M.
  • Portfolio Design Labs first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Portfolio Design Labs's iShares Floating Rate Bond ETF position peaked at $4.69M in Q4 2024.
  • 675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Portfolio Design Labs's 13F filing for Q2 2025, filed 13 Aug 2025.