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

Wealthstar 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
Q1 		– Sell
-4,407
Closed -$224K – 139
2024
Q4 		$224K Buy
+4,407
New +$224K 0.1% 121
2024
Q2 		– Sell
-5,035
Closed -$257K – 60
2024
Q1 		$257K Hold
5,035
– – 0.09% 113
2023
Q4 		$255K Buy
5,035
+3
+0.1% +$152 0.04% 113
2023
Q3 		$256K Buy
5,032
+8
+0.2% +$406 0.1% 99
2023
Q2 		$255K Sell
5,024
-63
-1% -$3.18K 0.11% 67
2023
Q1 		$256K Sell
5,087
-310
-6% -$15.6K 0.1% 82
2022
Q4 		$272K Sell
5,397
-189
-3% -$9.49K 0.12% 77
2022
Q3 		$282K Buy
5,586
+501
+10% +$25.2K 0.13% 77
2022
Q2 		$253K Hold
5,085
– – 0.1% 78
2022
Q1 		$257K Hold
5,085
– – 0.1% 82
2021
Q4 		$258K Sell
5,085
-50
-1% -$2.54K 0.09% 70
2021
Q3 		$261K Hold
5,135
– – 0.08% 73
2021
Q2 		$261K Buy
+5,135
New +$261K 0.08% 84
2020
Q1 		$283K Hold
5,836
– – 0.2% 43
2019
Q4 		$296K Hold
5,836
– – 0.18% 44
2019
Q3 		$296K Hold
5,836
– – 0.17% 43
2019
Q2 		$296K Sell
5,836
-546
-9% -$27.8K 0.17% 43
2019
Q1 		$324K Sell
6,382
-2,165
-25% -$110K 0.2% 37
2018
Q4 		$431K Buy
8,547
+10
+0.1% +$507 0.32% 25
2018
Q3 		$434K Sell
8,537
-176
-2% -$8.97K 0.26% 33
2018
Q2 		$444K Buy
8,713
+4,567
+110% +$233K 0.14% 31
2018
Q1 		$211K Buy
+4,146
New +$211K 0.06% 46

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthstar Advisors's FLOT Position: Q1 2025 in Review

Wealthstar Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 4,407 shares — an estimated $224K sold.

Wealthstar Advisors first reported a position in FLOT in Q1 2018 and held it in 22 quarters. The position peaked at $444K in Q2 2018. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

  • Wealthstar Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthstar Advisors sold 4,407 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $224K.
  • Wealthstar Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and held it in 22 quarters.
  • Wealthstar Advisors's iShares Floating Rate Bond ETF position peaked at $444K in Q2 2018.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Wealthstar Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.