WIA
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World Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

World Investment 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
Q2 		$599K Sell
11,759
-816
-6% -$41.6K 0.01% 881
2026
Q1 		$641K Buy
12,575
+624
+5% +$31.8K 0.01% 879
2025
Q4 		$608K Buy
11,951
+2,731
+30% +$139K 0.01% 852
2025
Q3 		$471K Buy
9,220
+504
+6% +$25.7K 0.01% 806
2025
Q2 		$445K Sell
8,716
-5,585
-39% -$284K 0.01% 778
2025
Q1 		$730K Buy
14,301
+3,036
+27% +$155K 0.02% 585
2024
Q4 		$573K Sell
11,265
-55
-0.5% -$2.8K 0.02% 633
2024
Q3 		$578K Buy
+11,320
New +$577K 0.02% 553
2023
Q1 		– Sell
-8,589
Closed -$432K – 244
2022
Q4 		$432K Buy
+8,589
New +$431K 0.1% 143
2022
Q3 		– Sell
-10,698
Closed -$537K – 252
2022
Q2 		$537K Sell
10,698
-282
-3% -$14.2K 0.11% 138
2022
Q1 		$555K Buy
+10,980
New +$556K 0.12% 134
2021
Q3 		– Sell
-4,894
Closed -$249K – 252
2021
Q2 		$249K Buy
4,894
+290
+6% +$14.7K 0.06% 214
2021
Q1 		$234K Sell
4,604
-378
-8% -$19.2K 0.06% 200
2020
Q4 		$253K Buy
4,982
+112
+2% +$5.68K 0.06% 187
2020
Q3 		$247K Buy
4,870
+1
+0% +$51 0.08% 140
2020
Q2 		$247K Sell
4,869
-1,569
-24% -$78.5K 0.09% 133
2020
Q1 		$314K Buy
6,438
+2,071
+47% +$104K 0.15% 91
2019
Q4 		$222K Sell
4,367
-129
-3% -$6.57K 0.09% 143
2019
Q3 		$229K Sell
4,496
-36
-0.8% -$1.83K 0.1% 128
2019
Q2 		$231K Buy
+4,532
New +$231K 0.1% 119

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

World Investment Advisors's FLOT Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 6.5% in Q2 2026, selling an estimated $41.6K and leaving 11,759 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #881.

World Investment Advisors first reported a position in FLOT in Q2 2019 and has held it in 20 quarters since. The position peaked at $730K in Q1 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • World Investment Advisors held 11,759 shares of iShares Floating Rate Bond ETF worth $599K as of Q2 2026.
  • World Investment Advisors sold 816 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $41.6K.
  • iShares Floating Rate Bond ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #881 holding.
  • World Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2019 and has held it in 20 quarters since.
  • World Investment Advisors's iShares Floating Rate Bond ETF position peaked at $730K in Q1 2025.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.