UCFA
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United Capital Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

United Capital 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
2026
Q1 		$20.8M Sell
407,590
-10,679
-3% -$544K 0.13% 141
2025
Q4 		$21.3M Buy
418,269
+312,218
+294% +$15.9M 0.13% 142
2025
Q3 		$5.42M Sell
106,051
-87,639
-45% -$4.47M 0.04% 294
2025
Q2 		$9.88M Sell
193,690
-61,716
-24% -$3.14M 0.08% 199
2025
Q1 		$13M Buy
255,406
+98,266
+63% +$5.01M 0.11% 146
2024
Q4 		$8M Sell
157,140
-19,965
-11% -$1.02M 0.07% 207
2024
Q3 		$9.04M Sell
177,105
-14,723
-8% -$750K 0.07% 196
2024
Q2 		$9.8M Buy
191,828
+1,138
+0.6% +$58K 0.08% 177
2024
Q1 		$9.74M Buy
190,690
+11,848
+7% +$603K 0.08% 184
2023
Q4 		$9.05M Buy
178,842
+30,898
+21% +$1.57M 0.08% 200
2023
Q3 		$7.53M Sell
147,944
-6,388
-4% -$324K 0.05% 256
2023
Q2 		$7.84M Buy
154,332
+60,529
+65% +$3.06M 0.04% 266
2023
Q1 		$4.73M Buy
93,803
+2,339
+3% +$118K 0.03% 322
2022
Q4 		$4.6M Buy
91,464
+13,097
+17% +$657K 0.03% 342
2022
Q3 		$3.94M Sell
78,367
-17,954
-19% -$902K 0.02% 361
2022
Q2 		$4.81M Sell
96,321
-29,590
-24% -$1.49M 0.03% 340
2022
Q1 		$6.36M Buy
125,911
+38,014
+43% +$1.92M 0.03% 331
2021
Q4 		$4.46M Buy
87,897
+8,447
+11% +$429K 0.02% 385
2021
Q3 		$4.04M Buy
79,450
+6,073
+8% +$308K 0.02% 405
2021
Q2 		$3.73M Sell
73,377
-18,382
-20% -$933K 0.02% 419
2021
Q1 		$4.66M Sell
91,759
-21,173
-19% -$1.08M 0.03% 368
2020
Q4 		$5.73M Sell
112,932
-14,748
-12% -$748K 0.03% 333
2020
Q3 		$6.48M Sell
127,680
-73,298
-36% -$3.71M 0.04% 301
2020
Q2 		$10.2M Sell
200,978
-261,403
-57% -$13.1M 0.07% 246
2020
Q1 		$22.5M Sell
462,381
-110,404
-19% -$5.52M 0.19% 119
2019
Q4 		$29.2M Buy
572,785
+6,428
+1% +$327K 0.19% 116
2019
Q3 		$28.9M Sell
566,357
-1,230,347
-68% -$62.6M 0.2% 108
2019
Q2 		$91.5M Buy
1,796,704
+49,371
+3% +$2.51M 0.6% 26
2019
Q1 		$89M Buy
1,747,333
+592,921
+51% +$30.1M 0.63% 24
2018
Q4 		$58.1M Buy
1,154,412
+964
+0.1% +$48.9K 0.46% 39
2018
Q3 		$58.8M Buy
1,153,448
+1,060,568
+1,142% +$54.1M 0.41% 50
2018
Q2 		$4.74M Buy
92,880
+1,918
+2% +$97.8K 0.04% 425
2018
Q1 		$4.63M Buy
90,962
+47,815
+111% +$2.44M 0.04% 424
2017
Q4 		$2.19M Buy
43,147
+7,105
+20% +$362K 0.02% 568
2017
Q3 		$1.84M Buy
36,042
+8,549
+31% +$435K 0.02% 601
2017
Q2 		$1.4M Sell
27,493
-49,922
-64% -$2.54M 0.01% 671
2017
Q1 		$3.94M Sell
77,415
-107,567
-58% -$5.46M 0.04% 418
2016
Q4 		$9.38M Sell
184,982
-57,058
-24% -$2.89M 0.09% 272
2016
Q3 		$12.3M Sell
242,040
-229,685
-49% -$11.6M 0.12% 202
2016
Q2 		$24.1M Buy
471,725
+240,552
+104% +$12.1M 0.25% 82
2016
Q1 		$11.7M Sell
231,173
-25,364
-10% -$1.28M 0.13% 169
2015
Q4 		$12.9M Buy
256,537
+16,547
+7% +$834K 0.15% 151
2015
Q3 		$12.1M Buy
239,990
+17,825
+8% +$901K 0.15% 154
2015
Q2 		$11.3M Buy
222,165
+42,790
+24% +$2.17M 0.13% 183
2015
Q1 		$9.09M Buy
179,375
+4,402
+3% +$223K 0.11% 227
2014
Q4 		$8.84M Buy
174,973
+130,643
+295% +$6.62M 0.13% 181
2014
Q3 		$2.25M Buy
+44,330
New +$2.25M 0.04% 416

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

United Capital Financial Advisors's FLOT Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 2.6% in Q1 2026, selling an estimated $544K and leaving 407,590 shares worth $20.8M. The position accounts for 0.13% of the portfolio, ranked #141.

United Capital Financial Advisors first reported a position in FLOT in Q3 2014 and has held it in 47 quarters since. The position peaked at $91.5M in Q2 2019. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • United Capital Financial Advisors held 407,590 shares of iShares Floating Rate Bond ETF worth $20.8M as of Q1 2026.
  • United Capital Financial Advisors sold 10,679 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $544K.
  • iShares Floating Rate Bond ETF made up 0.13% of United Capital Financial Advisors's portfolio in Q1 2026, its #141 holding.
  • United Capital Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q3 2014 and has held it in 47 quarters since.
  • United Capital Financial Advisors's iShares Floating Rate Bond ETF position peaked at $91.5M in Q2 2019.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.