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

Sequoia Financial 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 		– Sell
-5,084
Closed -$259K – 1401
2024
Q4 		$259K Sell
5,084
-198
-4% -$10.1K ﹤0.01% 1083
2024
Q3 		$270K Sell
5,282
-5,908
-53% -$301K ﹤0.01% 1021
2024
Q2 		$572K Buy
11,190
+4,419
+65% +$225K 0.01% 646
2024
Q1 		$346K Buy
6,771
+755
+13% +$38.4K ﹤0.01% 806
2023
Q4 		$305K Buy
+6,016
New +$305K ﹤0.01% 927
2017
Q4 		– Sell
-5,632
Closed -$287K – 311
2017
Q3 		$287K Buy
+5,632
New +$287K 0.03% 216
2015
Q3 		– Sell
-8,727
Closed -$442K – 183
2015
Q2 		$442K Sell
8,727
-5
-0.1% -$253 0.19% 101
2015
Q1 		$442K Hold
8,732
– – 0.2% 97
2014
Q4 		$441K Sell
8,732
-100
-1% -$5.07K 0.3% 74
2014
Q3 		$449K Hold
8,832
– – 0.31% 76
2014
Q2 		$449K Sell
8,832
-20
-0.2% -$1.01K 0.34% 73
2014
Q1 		$449K Buy
8,852
+952
+12% +$48.3K 0.37% 75
2013
Q4 		$401K Buy
+7,900
New +$400K 0.33% 79

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
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
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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Financial Advisors's FLOT Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 5,084 shares — an estimated $259K sold.

Sequoia Financial Advisors first reported a position in FLOT in Q4 2013 and held it in 13 quarters. The position peaked at $572K in Q2 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,084 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $259K.
  • Sequoia Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2013 and held it in 13 quarters.
  • Sequoia Financial Advisors's iShares Floating Rate Bond ETF position peaked at $572K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.