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

SVB Wealth’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
-840
Closed -$42.9K – 920
2025
Q1 		$42.9K Buy
+840
New +$42.8K ﹤0.01% 574
2024
Q3 		– Sell
-5,531
Closed -$283K – 226
2024
Q2 		$283K Sell
5,531
-1,182
-18% -$60.3K 0.01% 577
2024
Q1 		$343K Sell
6,713
-552
-8% -$28.1K 0.01% 589
2023
Q4 		$368K Sell
7,265
-6,431
-47% -$326K 0.01% 567
2023
Q3 		$697K Sell
13,696
-634
-4% -$32.2K 0.02% 376
2023
Q2 		$728K Sell
14,330
-328
-2% -$16.6K 0.01% 396
2023
Q1 		$739K Buy
14,658
+618
+4% +$31.2K 0.01% 446
2022
Q4 		$707K Buy
+14,040
New +$705K 0.01% 477
2022
Q1 		– Sell
-7,415
Closed -$376K – 807
2021
Q4 		$376K Sell
7,415
-1,173
-14% -$59.5K 0.01% 515
2021
Q3 		$437K Hold
8,588
– – 0.01% 645
2021
Q2 		$436K Sell
8,588
-1,649
-16% -$83.7K 0.01% 625
2021
Q1 		$520K Sell
10,237
-700
-6% -$35.6K 0.01% 507
2020
Q4 		$555K Sell
10,937
-2,705
-20% -$137K 0.01% 445
2020
Q3 		$692K Buy
13,642
+1,533
+13% +$77.6K 0.01% 353
2020
Q2 		$613K Sell
12,109
-18,091
-60% -$905K 0.01% 335
2020
Q1 		$1.47M Sell
30,200
-390
-1% -$19.5K 0.04% 199
2019
Q4 		$1.56M Buy
30,590
+2,299
+8% +$117K 0.03% 244
2019
Q3 		$1.44M Buy
28,291
+4,392
+18% +$223K 0.03% 240
2019
Q2 		$1.22M Buy
+23,899
New +$1.22M 0.04% 259

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth's FLOT Position: Q2 2025 in Review

SVB Wealth sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 840 shares — an estimated $42.9K sold.

SVB Wealth first reported a position in FLOT in Q2 2019 and held it in 19 quarters. The position peaked at $1.56M in Q4 2019. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • SVB Wealth reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 840 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $42.9K.
  • SVB Wealth first reported a position in iShares Floating Rate Bond ETF in Q2 2019 and held it in 19 quarters.
  • SVB Wealth's iShares Floating Rate Bond ETF position peaked at $1.56M in Q4 2019.
  • 675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.