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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Professional Financial Advisors's FLOT Position: Q2 2026 in Review

Professional Financial Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 7.9% in Q2 2026, selling an estimated $53K and leaving 12,081 shares worth $617K. The position accounts for 0.11% of the portfolio, ranked #88.

Professional Financial Advisors first reported a position in FLOT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.28M in Q3 2023. 689 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Professional Financial Advisors held 12,081 shares of iShares Floating Rate Bond ETF worth $617K as of Q2 2026.
Professional Financial Advisors sold 1,041 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $53K.
iShares Floating Rate Bond ETF made up 0.11% of Professional Financial Advisors's portfolio in Q2 2026, its #88 holding.
Professional Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 16 quarters since.
Professional Financial Advisors's iShares Floating Rate Bond ETF position peaked at $1.28M in Q3 2023.
689 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.