WWM
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WJ Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

WJ Wealth 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
Q3 		– Sell
-4,400
Closed -$224K – 78
2025
Q2 		$224K Sell
4,400
-10,047
-70% -$510K 0.07% 92
2025
Q1 		$738K Hold
14,447
– – 0.26% 52
2024
Q4 		$735K Buy
14,447
+9,700
+204% +$494K 0.25% 50
2024
Q3 		$242K Sell
4,747
-4,250
-47% -$216K 0.09% 70
2024
Q2 		$460K Hold
8,997
– – 0.17% 60
2024
Q1 		$459K Sell
8,997
-2,137
-19% -$109K 0.18% 58
2023
Q4 		$564K Hold
11,134
– – 0.25% 50
2023
Q3 		$567K Hold
11,134
– – 0.28% 43
2023
Q2 		$566K Buy
11,134
+5,482
+97% +$277K 0.27% 43
2023
Q1 		$285K Sell
5,652
-225,702
-98% -$11.4M 0.19% 44
2022
Q4 		$11.6M Sell
231,354
-19,331
-8% -$970K 6.76% 4
2022
Q3 		$12.6M Sell
250,685
-133,331
-35% -$6.7M 7.9% 1
2022
Q2 		$19.2M Buy
384,016
+21,879
+6% +$1.1M 13.62% 1
2022
Q1 		$18.3M Buy
362,137
+137,705
+61% +$6.97M 12.17% 1
2021
Q4 		$11.4M Buy
+224,432
New +$11.4M 6.81% 5
2020
Q1 		– Sell
-8,172
Closed -$416K – 25
2019
Q4 		$416K Buy
+8,172
New +$416K 1.05% 24

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
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
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
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

WJ Wealth Management's FLOT Position: Q3 2025 in Review

WJ Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 4,400 shares — an estimated $224K sold.

WJ Wealth Management first reported a position in FLOT in Q4 2019 and held it in 16 quarters. The position peaked at $19.2M in Q2 2022. 645 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

  • WJ Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 4,400 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $224K.
  • WJ Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and held it in 16 quarters.
  • WJ Wealth Management's iShares Floating Rate Bond ETF position peaked at $19.2M in Q2 2022.
  • 645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.