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

Schechter Investment 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 Q1	$4.61M	Buy	90,365 +3,538	+4%	+$180K	0.38%	51
2024 Q4	$4.42M	Sell	86,827 -4,683	-5%	-$239K	0.34%	58
2024 Q3	$4.67M	Buy	91,510 +4,174	+5%	+$213K	0.34%	55
2024 Q2	$4.46M	Buy	87,336 +2,019	+2%	+$103K	0.34%	54
2024 Q1	$4.36M	Sell	85,317 -697	-0.8%	-$35.5K	0.33%	55
2023 Q4	$4.35M	Buy	86,014 +2,858	+3%	+$145K	0.38%	51
2023 Q3	$4.23M	Sell	83,156 -672	-0.8%	-$34.1K	0.41%	43
2023 Q2	$4.26M	Sell	83,828 -151	-0.2%	-$7.63K	0.38%	45
2023 Q1	$4.23M	Sell	83,979 -1,211	-1%	-$61.1K	0.39%	42
2022 Q4	$4.29M	Buy	85,190 +1,872	+2%	+$94K	0.39%	38
2022 Q3	$4.19M	Sell	83,318 -8,098	-9%	-$407K	0.41%	29
2022 Q2	$4.56M	Sell	91,416 -7,513	-8%	-$378K	0.44%	28
2022 Q1	$5M	Buy	98,929 +29,336	+42%	+$1.49M	0.46%	28
2021 Q4	$3.53M	Buy	+69,593	New	+$3.53M	0.32%	49

Other funds holding FLOT

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

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

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

Schechter Investment Advisors's FLOT Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 4.1% in Q1 2025, buying an estimated $180K and bringing the position to 90,365 shares worth $4.61M. The position accounts for 0.38% of the portfolio, ranked #51.

Schechter Investment Advisors first reported a position in FLOT in Q4 2021 and has held it in 14 quarters since. The position peaked at $5M in Q1 2022. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

Schechter Investment Advisors held 90,365 shares of iShares Floating Rate Bond ETF worth $4.61M as of Q1 2025.
Schechter Investment Advisors bought 3,538 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $180K.
iShares Floating Rate Bond ETF made up 0.38% of Schechter Investment Advisors's portfolio in Q1 2025, its #51 holding.
Schechter Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's iShares Floating Rate Bond ETF position peaked at $5M in Q1 2022.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.