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

Strategic 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
Q4 		– Sell
-257,741
Closed -$39.9K – 250
2025
Q3 		$39.9K Buy
+257,741
New +$13.1M ﹤0.01% 253
2024
Q1 		– Sell
-4,848
Closed -$245K – 245
2023
Q4 		$245K Sell
4,848
-2,235
-32% -$113K 0.04% 216
2023
Q3 		$360K Buy
+7,083
New +$359K 0.06% 191
2023
Q2 		– Sell
-7,235
Closed -$365K – 201
2023
Q1 		$365K Buy
7,235
+31
+0.4% +$1.56K 0.07% 182
2022
Q4 		$363K Buy
7,204
+2,380
+49% +$119K 0.08% 173
2022
Q3 		$243K Sell
4,824
-5,386
-53% -$270K 0.05% 158
2022
Q2 		$510K Buy
10,210
+270
+3% +$13.6K 0.1% 149
2022
Q1 		$502K Sell
9,940
-610
-6% -$30.9K 0.09% 155
2021
Q4 		$535K Sell
10,550
-12,127
-53% -$615K 0.1% 155
2021
Q3 		$1.15M Sell
22,677
-651
-3% -$33.1K 0.25% 75
2021
Q2 		$1.19M Buy
23,328
+2,962
+15% +$150K 0.27% 78
2021
Q1 		$1.03M Buy
20,366
+359
+2% +$18.2K 0.27% 79
2020
Q4 		$1.01M Sell
20,007
-5,379
-21% -$273K 0.29% 75
2020
Q3 		$1.29M Sell
25,386
-18,495
-42% -$937K 0.44% 57
2020
Q2 		$2.22M Buy
43,881
+7,684
+21% +$385K 0.84% 34
2020
Q1 		$1.76M Buy
36,197
+3,306
+10% +$165K 0.81% 35
2019
Q4 		$1.68M Sell
32,891
-26,360
-44% -$1.34M 0.69% 37
2019
Q3 		$3.02M Buy
59,251
+8,372
+16% +$426K 1.45% 20
2019
Q2 		$2.59M Buy
50,879
+10,166
+25% +$517K 1.42% 21
2019
Q1 		$2.07M Buy
40,713
+32,484
+395% +$1.65M 1.42% 19
2018
Q4 		$414K Buy
+8,229
New +$417K 0.37% 58

Other funds holding FLOT

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
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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Investment Advisors's FLOT Position: Q4 2025 in Review

Strategic Investment Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 257,741 shares — an estimated $39.9K sold.

Strategic Investment Advisors first reported a position in FLOT in Q4 2018 and held it in 21 quarters. The position peaked at $3.02M in Q3 2019. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Strategic Investment Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 257,741 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $39.9K.
  • Strategic Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 21 quarters.
  • Strategic Investment Advisors's iShares Floating Rate Bond ETF position peaked at $3.02M in Q3 2019.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Strategic Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.