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Spectrum Wealth Counsel’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Spectrum Wealth Counsel’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 		$30.8K Hold
603
– – ﹤0.01% 192
2024
Q4 		$30.7K Buy
603
+8
+1% +$407 ﹤0.01% 189
2024
Q3 		$30.4K Hold
595
– – ﹤0.01% 202
2024
Q2 		$30.4K Sell
595
-39
-6% -$1.99K ﹤0.01% 237
2024
Q1 		$32.4K Buy
634
+35
+6% +$1.78K ﹤0.01% 230
2023
Q4 		$30.3K Buy
+599
New +$30.4K ﹤0.01% 215

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

Spectrum Wealth Counsel's FLOT Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2025 at 603 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Spectrum Wealth Counsel first reported a position in FLOT in Q4 2023 and has held it in 6 quarters since. The position peaked at $32.4K in Q1 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

  • Spectrum Wealth Counsel held 603 shares of iShares Floating Rate Bond ETF worth $30.8K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares Floating Rate Bond ETF share count unchanged in Q1 2025.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #192 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares Floating Rate Bond ETF position peaked at $32.4K in Q1 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.