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

Powell 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
Q1 		$221K Hold
4,337
– – 0.08% 124
2025
Q4 		$221K Hold
4,337
– – 0.08% 126
2025
Q3 		$222K Hold
4,337
– – 0.08% 127
2025
Q2 		$221K Hold
4,337
– – 0.08% 124
2025
Q1 		$221K Sell
4,337
-337
-7% -$17.2K 0.11% 105
2024
Q4 		$238K Hold
4,674
– – 0.11% 115
2024
Q3 		$239K Sell
4,674
-5,647
-55% -$288K 0.11% 109
2024
Q2 		$527K Sell
10,321
-4,676
-31% -$238K 0.27% 56
2024
Q1 		$766K Sell
14,997
-1,275
-8% -$64.9K 0.4% 42
2023
Q4 		$824K Hold
16,272
– – 0.46% 35
2023
Q3 		$828K Hold
16,272
– – 0.5% 35
2023
Q2 		$827K Hold
16,272
– – 0.48% 35
2023
Q1 		$820K Hold
16,272
– – 0.46% 35
2022
Q4 		$819K Buy
16,272
+9,350
+135% +$469K 0.48% 36
2022
Q3 		$348K Hold
6,922
– – 0.23% 76
2022
Q2 		$346K Hold
6,922
– – 0.21% 71
2022
Q1 		$350K Hold
6,922
– – 0.2% 69
2021
Q4 		$351K Hold
6,922
– – 0.2% 67
2021
Q3 		$352K Hold
6,922
– – 0.22% 64
2021
Q2 		$352K Hold
6,922
– – 0.22% 64
2021
Q1 		$352K Buy
6,922
+984
+17% +$50K 0.23% 59
2020
Q4 		$301K Hold
5,938
– – 0.23% 62
2020
Q3 		$301K Hold
5,938
– – 0.26% 60
2020
Q2 		$300K Hold
5,938
– – 0.29% 61
2020
Q1 		$289K Hold
5,938
– – 0.35% 58
2019
Q4 		$302K Buy
+5,938
New +$302K 0.31% 70

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Powell Investment Advisors's FLOT Position: Q1 2026 in Review

Powell Investment Advisors held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2026 at 4,337 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #124.

Powell Investment Advisors first reported a position in FLOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $828K in Q3 2023. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Powell Investment Advisors held 4,337 shares of iShares Floating Rate Bond ETF worth $221K as of Q1 2026.
  • Powell Investment Advisors left its iShares Floating Rate Bond ETF share count unchanged in Q1 2026.
  • iShares Floating Rate Bond ETF made up 0.08% of Powell Investment Advisors's portfolio in Q1 2026, its #124 holding.
  • Powell Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's iShares Floating Rate Bond ETF position peaked at $828K in Q3 2023.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.