SWM
FLOT icon

Sagace Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Sagace Wealth Management’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
Q2 		– Sell
-39,223
Closed -$2M – 65
2025
Q1 		$2M Hold
39,223
– – 1.51% 24
2024
Q4 		$2M Buy
+39,223
New +$2M 1.49% 25

Other funds holding FLOT

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
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sagace Wealth Management's FLOT Position: Q2 2025 in Review

Sagace Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 39,223 shares — an estimated $2M sold.

Sagace Wealth Management first reported a position in FLOT in Q4 2024 and held it in 2 quarters. The position peaked at $2M in Q1 2025. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • Sagace Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sagace Wealth Management sold 39,223 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $2M.
  • Sagace Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Sagace Wealth Management's iShares Floating Rate Bond ETF position peaked at $2M in Q1 2025.
  • 675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Sagace Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.