UFPG
FLOT icon

United Financial Planning Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

United Financial Planning Group’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
-17
Closed -$1.62K – 492
2025
Q3 		$1.62K Buy
+17
New +$867 ﹤0.01% 193

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Financial Planning Group's FLOT Position: Q4 2025 in Review

United Financial Planning Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 17 shares — an estimated $1.62K sold.

United Financial Planning Group first reported a position in FLOT in Q3 2025 and held it in 1 quarter. The position peaked at $1.62K in Q3 2025. 643 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • United Financial Planning Group reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 17 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $1.62K.
  • United Financial Planning Group first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares Floating Rate Bond ETF position peaked at $1.62K in Q3 2025.
  • 643 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.