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Alexis Investment Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Alexis Investment Partners’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
Q1 		– Sell
-14,764
Closed -$751K – 51
2025
Q4 		$751K Buy
+14,764
New +$752K 0.28% 38

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alexis Investment Partners's FLOT Position: Q1 2026 in Review

Alexis Investment Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 14,764 shares — an estimated $751K sold.

Alexis Investment Partners first reported a position in FLOT in Q4 2025 and held it in 1 quarter. The position peaked at $751K in Q4 2025. 659 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Alexis Investment Partners reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 14,764 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $751K.
  • Alexis Investment Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Alexis Investment Partners's iShares Floating Rate Bond ETF position peaked at $751K in Q4 2025.
  • 659 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.