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Private Advisor Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-85,000
Closed -$43.3K – 2329
2023
Q3 		$43.3K Buy
+85,000
New +$4.31M ﹤0.01% 2049

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

Private Advisor Group's FLOT Position: Q1 2026 in Review

Private Advisor Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 5.9% in Q1 2026, selling an estimated $262K and leaving 82,335 shares worth $4.19M. The position accounts for 0.02% of the portfolio, ranked #721.

Private Advisor Group first reported a position in FLOT in Q4 2013 and has held it in 50 quarters since. The position peaked at $16.5M in Q4 2018. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Private Advisor Group held 82,335 shares of iShares Floating Rate Bond ETF worth $4.19M as of Q1 2026.
  • Private Advisor Group sold 5,151 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $262K.
  • iShares Floating Rate Bond ETF made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #721 holding.
  • Private Advisor Group first reported a position in iShares Floating Rate Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's iShares Floating Rate Bond ETF position peaked at $16.5M in Q4 2018.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.