RCAG
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Rehmann Capital Advisory Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Rehmann Capital Advisory 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
2024
Q4 		– Sell
-3,971
Closed -$203K – 610
2024
Q3 		$203K Sell
3,971
-1,330
-25% -$67.8K 0.01% 572
2024
Q2 		$271K Buy
5,301
+1,121
+27% +$57.2K 0.02% 477
2024
Q1 		$213K Sell
4,180
-2,905
-41% -$148K 0.02% 534
2023
Q4 		$359K Buy
7,085
+71
+1% +$3.6K 0.03% 389
2023
Q3 		$357K Buy
7,014
+77
+1% +$3.91K 0.03% 361
2023
Q2 		$353K Sell
6,937
-114
-2% -$5.76K 0.03% 383
2023
Q1 		$355K Sell
7,051
-255
-3% -$12.9K 0.03% 380
2022
Q4 		$368K Sell
7,306
-9,090
-55% -$456K 0.04% 358
2022
Q3 		$824K Sell
16,396
-2,828
-15% -$142K 0.09% 193
2022
Q2 		$960K Buy
19,224
+4,336
+29% +$218K 0.11% 168
2022
Q1 		$752K Buy
14,888
+7,184
+93% +$364K 0.07% 243
2021
Q4 		$391K Buy
7,704
+660
+9% +$33.5K 0.04% 374
2021
Q3 		$358K Buy
7,044
+1
+0% +$51 0.03% 398
2021
Q2 		$358K Buy
7,043
+1
+0% +$51 0.03% 395
2021
Q1 		$358K Sell
7,042
-393
-5% -$20K 0.04% 368
2020
Q4 		$377K Sell
7,435
-699
-9% -$35.4K 0.04% 317
2020
Q3 		$413K Buy
8,134
+41
+0.5% +$2.08K 0.05% 276
2020
Q2 		$409K Sell
8,093
-1,064
-12% -$53.2K 0.06% 272
2020
Q1 		$446K Buy
+9,157
New +$458K 0.07% 222
2019
Q3 		– Sell
-15,786
Closed -$804K – 1813
2019
Q2 		$804K Buy
15,786
+761
+5% +$38.7K 0.1% 166
2019
Q1 		$765K Buy
+15,025
New +$762K 0.1% 164
2018
Q4 		– Sell
-13,946
Closed -$712K – 1922
2018
Q3 		$712K Buy
13,946
+1,456
+12% +$74.2K 0.1% 166
2018
Q2 		$637K Sell
12,490
-6,499
-34% -$331K 0.09% 177
2018
Q1 		$967K Buy
18,989
+2
+0% +$102 0.15% 117
2017
Q4 		$965K Buy
18,987
+6,486
+52% +$330K 0.16% 118
2017
Q3 		$637K Sell
12,501
-20
-0.2% -$1.02K 0.11% 161
2017
Q2 		$638K Buy
12,521
+881
+8% +$44.8K 0.12% 146
2017
Q1 		$592K Sell
11,640
-1,035
-8% -$52.6K 0.1% 173
2016
Q4 		$643K Buy
12,675
+6,898
+119% +$350K 0.12% 157
2016
Q3 		$293K Buy
5,777
+652
+13% +$33K 0.06% 262
2016
Q2 		$259K Buy
5,125
+246
+5% +$12.4K 0.05% 291
2016
Q1 		$246K Hold
4,879
– – 0.05% 285
2015
Q4 		$246K Buy
4,879
+555
+13% +$28K 0.05% 279
2015
Q3 		$218K Sell
4,324
-536
-11% -$27.1K 0.05% 287
2015
Q2 		$246K Sell
4,860
-647
-12% -$32.8K 0.06% 275
2015
Q1 		$279K Buy
5,507
+510
+10% +$25.8K 0.06% 249
2014
Q4 		$253K Sell
4,997
-158
-3% -$8.01K 0.06% 266
2014
Q3 		$262K Hold
5,155
– – 0.06% 260
2014
Q2 		$262K Buy
5,155
+467
+10% +$23.7K 0.06% 259
2014
Q1 		$238K Sell
4,688
-1,552
-25% -$78.7K 0.06% 259
2013
Q4 		$316K Buy
+6,240
New +$316K 0.1% 197

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rehmann Capital Advisory Group's FLOT Position: Q4 2024 in Review

Rehmann Capital Advisory Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2024, closing a stake of 3,971 shares — an estimated $203K sold.

Rehmann Capital Advisory Group first reported a position in FLOT in Q4 2013 and held it in 41 quarters. The position peaked at $967K in Q1 2018. 657 funds tracked by Wall St. Rank hold FLOT as of Q4 2024.

  • Rehmann Capital Advisory Group reported no remaining iShares Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 3,971 iShares Floating Rate Bond ETF shares in Q4 2024, an estimated $203K.
  • Rehmann Capital Advisory Group first reported a position in iShares Floating Rate Bond ETF in Q4 2013 and held it in 41 quarters.
  • Rehmann Capital Advisory Group's iShares Floating Rate Bond ETF position peaked at $967K in Q1 2018.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2024.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.