SageView Advisory Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

SageView 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
2025 Q4	$1.7M	Buy	33,415 +3,519	+12%	+$179K	0.06%	179
2025 Q3	$1.53M	Buy	29,896 +4,206	+16%	+$214K	0.05%	200
2025 Q2	$1.31M	Buy	25,690 +1,989	+8%	+$101K	0.05%	207
2025 Q1	$1.21M	Buy	23,701 +10,668	+82%	+$544K	0.05%	202
2024 Q4	$663K	Buy	13,033 +8,167	+168%	+$416K	0.03%	292
2024 Q3	$248K	Buy	+4,866	New	+$248K	0.01%	444
2024 Q2	–	Hold	0	–	–	–	475
2023 Q4	–	Sell	-7,677	Closed	-$389K	–	516
2023 Q3	$391K	Buy	7,677 +1,632	+27%	+$82.8K	0.02%	369
2023 Q2	$307K	Sell	6,045 -301	-5%	-$15.2K	0.02%	441
2023 Q1	$320K	Sell	6,346 -10,104	-61%	-$510K	0.02%	377
2022 Q4	$828K	Buy	+16,450	New	+$826K	0.07%	175

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

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

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's FLOT Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Floating Rate Bond ETF (FLOT) stake by 12% in Q4 2025, buying an estimated $179K and bringing the position to 33,415 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #179.

SageView Advisory Group first reported a position in FLOT in Q4 2022 and has held it in 10 quarters since. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

SageView Advisory Group held 33,415 shares of iShares Floating Rate Bond ETF worth $1.7M as of Q4 2025.
SageView Advisory Group bought 3,519 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $179K.
iShares Floating Rate Bond ETF made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #179 holding.
SageView Advisory Group first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and has held it in 10 quarters since.
638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.