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

West Wealth 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
Q1 		– Sell
-4,013
Closed -$204K – 100
2024
Q4 		$204K Sell
4,013
-618
-13% -$31.5K 0.06% 91
2024
Q3 		$236K Buy
+4,631
New +$236K 0.08% 77

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 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

West Wealth Group's FLOT Position: Q1 2025 in Review

West Wealth Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 4,013 shares — an estimated $204K sold.

West Wealth Group first reported a position in FLOT in Q3 2024 and held it in 2 quarters. The position peaked at $236K in Q3 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

  • West Wealth Group reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • West Wealth Group sold 4,013 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $204K.
  • West Wealth Group first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and held it in 2 quarters.
  • West Wealth Group's iShares Floating Rate Bond ETF position peaked at $236K in Q3 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on West Wealth Group's 13F filing for Q1 2025, filed 5 May 2025.