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

Seaside 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	-5,130	Closed	-$262K	–	64
2025 Q1	$262K	Buy	5,130 +38	+0.7%	+$1.94K	0.09%	51
2024 Q4	$259K	Buy	5,092 +92	+2%	+$4.68K	0.09%	51
2024 Q3	$255K	Buy	5,000 +74	+2%	+$3.77K	0.1%	51
2024 Q2	$252K	Buy	4,926 +74	+2%	+$3.77K	0.1%	51
2024 Q1	$248K	Buy	4,852 +47	+1%	+$2.39K	0.11%	46
2023 Q4	$243K	Buy	4,805 +94	+2%	+$4.77K	0.11%	46
2023 Q3	$240K	Buy	4,711 +69	+1%	+$3.5K	0.12%	44
2023 Q2	$236K	Buy	4,642 +63	+1%	+$3.18K	0.12%	44
2023 Q1	$230K	Buy	4,579 +39	+0.9%	+$1.97K	0.14%	43
2022 Q4	$229K	Buy	4,540 +50	+1%	+$2.51K	0.15%	44
2022 Q3	$226K	Buy	4,490 +27	+0.6%	+$1.36K	0.16%	47
2022 Q2	$224K	Buy	+4,463	New	+$225K	0.17%	45

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

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

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

Seaside Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 5,130 shares — an estimated $262K sold.

Seaside Wealth Management first reported a position in FLOT in Q2 2022 and held it in 12 quarters. The position peaked at $262K in Q1 2025. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

Seaside Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
Seaside Wealth Management sold 5,130 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $262K.
Seaside Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and held it in 12 quarters.
Seaside Wealth Management's iShares Floating Rate Bond ETF position peaked at $262K in Q1 2025.
675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Seaside Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.