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Prosperity Capital Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Prosperity Capital 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
2025
Q4 		– Sell
-10,770
Closed -$550K – 404
2025
Q3 		$550K Sell
10,770
-25,214
-70% -$1.29M 0.03% 266
2025
Q2 		$1.84M Sell
35,984
-1,616
-4% -$82.1K 0.12% 125
2025
Q1 		$1.91M Buy
37,600
+5,611
+18% +$286K 0.15% 104
2024
Q4 		$1.63M Buy
31,989
+21,159
+195% +$1.08M 0.13% 117
2024
Q3 		$553K Sell
10,830
-41,459
-79% -$2.11M 0.05% 210
2024
Q2 		$2.67M Sell
52,289
-441
-0.8% -$22.5K 0.3% 67
2024
Q1 		$2.69M Buy
52,730
+5,430
+11% +$276K 0.32% 56
2023
Q4 		$2.39M Sell
47,300
-24,055
-34% -$1.22M 0.26% 53
2023
Q3 		$3.63M Sell
71,355
-12,457
-15% -$632K 0.48% 33
2023
Q2 		$4.26M Sell
83,812
-7,775
-8% -$393K 0.6% 26
2023
Q1 		$4.62M Buy
+91,587
New +$4.62M 0.71% 26

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prosperity Capital Advisors's FLOT Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 10,770 shares — an estimated $550K sold.

Prosperity Capital Advisors first reported a position in FLOT in Q1 2023 and held it in 11 quarters. The position peaked at $4.62M in Q1 2023. 641 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 10,770 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $550K.
  • Prosperity Capital Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and held it in 11 quarters.
  • Prosperity Capital Advisors's iShares Floating Rate Bond ETF position peaked at $4.62M in Q1 2023.
  • 641 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.