PFA
FLOT icon

Professional Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Professional Financial 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
Q2 		$617K Sell
12,081
-1,041
-8% -$53K 0.11% 88
2026
Q1 		$669K Buy
13,122
+1,761
+16% +$89.7K 0.14% 84
2025
Q4 		$578K Sell
11,361
-450
-4% -$22.9K 0.12% 82
2025
Q3 		$603K Sell
11,811
-864
-7% -$44K 0.13% 82
2025
Q2 		$647K Sell
12,675
-1,495
-11% -$75.9K 0.15% 75
2025
Q1 		$723K Sell
14,170
-733
-5% -$37.4K 0.18% 71
2024
Q4 		$758K Sell
14,903
-115
-0.8% -$5.86K 0.19% 69
2024
Q3 		$766K Sell
15,018
-419
-3% -$21.3K 0.2% 68
2024
Q2 		$789K Sell
15,437
-1,369
-8% -$69.8K 0.22% 65
2024
Q1 		$858K Sell
16,806
-6,664
-28% -$339K 0.25% 62
2023
Q4 		$1.19M Sell
23,470
-1,739
-7% -$88.2K 0.39% 39
2023
Q3 		$1.28M Buy
+25,209
New +$1.28M 0.58% 36
2022
Q4 		– Sell
-318
Closed -$16K – 211
2022
Q3 		$16K Buy
318
+2
+0.6% +$100 0.01% 248
2022
Q2 		$16K Hold
316
– – 0.01% 254
2022
Q1 		$16K Hold
316
– – 0.01% 260
2021
Q4 		$16K Buy
+316
New +$16K 0.01% 271

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
VWM
Vertrix Wealth Management Troy, Michigan $297M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
PA
Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return