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Synergy Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Synergy Investment 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
-107
Closed -$5.45K – 251
2025
Q1 		$5.45K Buy
107
+1
+0.9% +$51 ﹤0.01% 443
2024
Q4 		$5.39K Buy
+106
New +$5.4K ﹤0.01% 453

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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

Synergy Investment Management's FLOT Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2025, closing a stake of 107 shares — an estimated $5.45K sold.

Synergy Investment Management first reported a position in FLOT in Q4 2024 and held it in 2 quarters. The position peaked at $5.45K in Q1 2025. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 107 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $5.45K.
  • Synergy Investment Management first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's iShares Floating Rate Bond ETF position peaked at $5.45K in Q1 2025.
  • 675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.