Alpha Financial Partners
FLOT icon

Alpha Financial Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Alpha Financial 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
Q3 		$1.49M Buy
29,090
+6,638
+30% +$338K 0.76% 27
2026
Q2 		$1.15M Buy
22,452
+2,090
+10% +$106K 0.6% 29
2026
Q1 		$1.04M Buy
20,362
+643
+3% +$32.7K 0.61% 29
2025
Q4 		$1M Buy
19,719
+9,524
+93% +$485K 0.61% 26
2025
Q3 		$521K Buy
10,195
+2,615
+34% +$133K 0.34% 47
2025
Q2 		$387K Buy
+7,580
New +$385K 0.28% 53

Other funds holding FLOT

Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Alpha Financial Partners's FLOT Position: Q3 2026 in Review

Alpha Financial Partners increased its iShares Floating Rate Bond ETF (FLOT) stake by 30% in Q3 2026, buying an estimated $338K and bringing the position to 29,090 shares worth $1.49M. The position accounts for 0.76% of the portfolio, ranked #27.

Alpha Financial Partners first reported a position in FLOT in Q2 2025 and has held it in 6 quarters since. 629 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Alpha Financial Partners held 29,090 shares of iShares Floating Rate Bond ETF worth $1.49M as of Q3 2026.
  • Alpha Financial Partners bought 6,638 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $338K.
  • iShares Floating Rate Bond ETF made up 0.76% of Alpha Financial Partners's portfolio in Q3 2026, its #27 holding.
  • Alpha Financial Partners first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.