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

RiverTree 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 Q1	–	Sell	-13,889	Closed	-$706K	–	63
2025 Q4	$706K	Sell	13,889 -16,872	-55%	-$859K	0.45%	45
2025 Q3	$1.57M	Sell	30,761 -3,151	-9%	-$161K	1.01%	28
2025 Q2	$1.73M	Sell	33,912 -6,400	-16%	-$325K	1.16%	27
2025 Q1	$2.06M	Buy	+40,312	New	+$2.06M	1.38%	21
2024 Q4	–	Sell	-37,706	Closed	-$1.92M	–	47
2024 Q3	$1.92M	Sell	37,706 -131	-0.3%	-$6.67K	1.31%	22
2024 Q2	$1.93M	Sell	37,837 -575	-1%	-$29.3K	1.32%	22
2024 Q1	$1.96M	Sell	38,412 -458	-1%	-$23.3K	1.32%	21
2023 Q4	$1.97M	Buy	+38,870	New	+$1.97M	1.34%	20
2022 Q2	–	Sell	-38,390	Closed	-$1.94M	–	37
2022 Q1	$1.94M	Buy	+38,390	New	+$1.94M	1.31%	22
2021 Q3	–	Sell	-54,816	Closed	-$2.79M	–	43
2021 Q2	$2.79M	Buy	54,816 +518	+1%	+$26.3K	1.89%	22
2021 Q1	$2.76M	Buy	+54,298	New	+$2.76M	1.93%	21

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RiverTree Advisors's FLOT Position: Q1 2026 in Review

RiverTree Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 13,889 shares — an estimated $706K sold.

RiverTree Advisors first reported a position in FLOT in Q1 2021 and held it in 11 quarters. The position peaked at $2.79M in Q2 2021. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

RiverTree Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
RiverTree Advisors sold 13,889 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $706K.
RiverTree Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and held it in 11 quarters.
RiverTree Advisors's iShares Floating Rate Bond ETF position peaked at $2.79M in Q2 2021.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.