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Atomi Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Atomi Financial Group’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 		$1.98M Sell
38,743
-109,630
-74% -$5.58M 0.05% 270
2026
Q1 		$7.56M Buy
148,373
+9,640
+7% +$491K 0.23% 84
2025
Q4 		$7.06M Buy
138,733
+8,243
+6% +$420K 0.21% 87
2025
Q3 		$6.67M Sell
130,490
-4,720
-3% -$241K 0.22% 85
2025
Q2 		$6.9M Buy
135,210
+15,977
+13% +$812K 0.26% 73
2025
Q1 		$6.09M Buy
119,233
+7,280
+7% +$371K 0.28% 75
2024
Q4 		$5.7M Buy
111,953
+31,098
+38% +$1.58M 0.29% 70
2024
Q3 		$4.13M Buy
80,855
+4,634
+6% +$236K 0.26% 80
2024
Q2 		$3.89M Buy
76,221
+18,138
+31% +$925K 0.29% 73
2024
Q1 		$2.97M Buy
58,083
+23,549
+68% +$1.2M 0.27% 83
2023
Q4 		$1.75M Buy
34,534
+395
+1% +$20K 0.24% 90
2023
Q3 		$1.74M Buy
34,139
+3,623
+12% +$184K 0.58% 41
2023
Q2 		$1.55M Buy
30,516
+11,210
+58% +$567K 0.71% 26
2023
Q1 		$973K Buy
+19,306
New +$974K 0.54% 48

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

Atomi Financial Group's FLOT Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 74% in Q2 2026, selling an estimated $5.58M and leaving 38,743 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #270.

Atomi Financial Group first reported a position in FLOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.56M in Q1 2026. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Atomi Financial Group held 38,743 shares of iShares Floating Rate Bond ETF worth $1.98M as of Q2 2026.
  • Atomi Financial Group sold 109,630 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $5.58M.
  • iShares Floating Rate Bond ETF made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #270 holding.
  • Atomi Financial Group first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's iShares Floating Rate Bond ETF position peaked at $7.56M in Q1 2026.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.