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Anchor Capital Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Anchor Capital 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
Q1 		$316K Buy
6,200
+650
+12% +$33.1K 0.01% 221
2025
Q4 		$282K Hold
5,550
– – 0.01% 233
2025
Q3 		$284K Sell
5,550
-10,700
-66% -$545K 0.01% 230
2025
Q2 		$829K Hold
16,250
– – 0.02% 186
2025
Q1 		$830K Buy
16,250
+600
+4% +$30.6K 0.02% 182
2024
Q4 		$796K Sell
15,650
-900
-5% -$45.8K 0.02% 190
2024
Q3 		$845K Hold
16,550
– – 0.02% 183
2024
Q2 		$846K Sell
16,550
-9,676
-37% -$493K 0.02% 179
2024
Q1 		$1.34M Hold
26,226
– – 0.04% 156
2023
Q4 		$1.33M Sell
26,226
-1,120
-4% -$56.8K 0.04% 155
2023
Q3 		$1.39M Sell
27,346
-2,930
-10% -$149K 0.04% 143
2023
Q2 		$1.54M Hold
30,276
– – 0.04% 146
2023
Q1 		$1.53M Sell
30,276
-2,636
-8% -$133K 0.04% 140
2022
Q4 		$1.66M Sell
32,912
-292,768
-90% -$14.7M 0.04% 141
2022
Q3 		$16.4M Sell
325,680
-3,327
-1% -$167K 0.45% 74
2022
Q2 		$16.4M Buy
329,007
+2,900
+0.9% +$146K 0.42% 81
2022
Q1 		$16.5M Buy
326,107
+6,832
+2% +$346K 0.35% 90
2021
Q4 		$16.2M Buy
319,275
+303,845
+1,969% +$15.4M 0.32% 99
2021
Q3 		$784K Sell
15,430
-2,955
-16% -$150K 0.02% 194
2021
Q2 		$934K Hold
18,385
– – 0.02% 186
2021
Q1 		$934K Hold
18,385
– – 0.02% 187
2020
Q4 		$932K Hold
18,385
– – 0.02% 184
2020
Q3 		$932K Sell
18,385
-168
-0.9% -$8.51K 0.02% 165
2020
Q2 		$939K Sell
18,553
-11,724
-39% -$587K 0.02% 164
2020
Q1 		$1.48M Sell
30,277
-252,675
-89% -$12.6M 0.04% 133
2019
Q4 		$14.4M Buy
282,952
+89,543
+46% +$4.56M 0.31% 95
2019
Q3 		$9.86M Sell
193,409
-238,742
-55% -$12.1M 0.36% 99
2019
Q2 		$22M Sell
432,151
-17,695
-4% -$900K 0.8% 57
2019
Q1 		$22.9K Buy
449,846
+7,384
+2% +$374K 0.48% 57
2018
Q4 		$22.3M Sell
442,462
-19,280
-4% -$978K 0.91% 44
2018
Q3 		$23.6M Buy
461,742
+81,715
+22% +$4.17M 0.86% 48
2018
Q2 		$19.4M Buy
380,027
+77,551
+26% +$3.95M 0.71% 61
2018
Q1 		$15.4M Buy
+302,476
New +$15.4M 0.54% 79

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 $377B AUM 19.32% 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 $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

Anchor Capital Advisors's FLOT Position: Q1 2026 in Review

Anchor Capital Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 12% in Q1 2026, buying an estimated $33.1K and bringing the position to 6,200 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #221.

Anchor Capital Advisors first reported a position in FLOT in Q1 2018 and has held it in 33 quarters since. The position peaked at $23.6M in Q3 2018. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Anchor Capital Advisors held 6,200 shares of iShares Floating Rate Bond ETF worth $316K as of Q1 2026.
  • Anchor Capital Advisors bought 650 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $33.1K.
  • iShares Floating Rate Bond ETF made up 0.01% of Anchor Capital Advisors's portfolio in Q1 2026, its #221 holding.
  • Anchor Capital Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Anchor Capital Advisors's iShares Floating Rate Bond ETF position peaked at $23.6M in Q3 2018.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.