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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
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 $1.37T 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

Atomi Financial Group's FLOT Position: Q1 2026 in Review

Atomi Financial Group increased its iShares Floating Rate Bond ETF (FLOT) stake by 6.9% in Q1 2026, buying an estimated $491K and bringing the position to 148,373 shares worth $7.56M. The position accounts for 0.23% of the portfolio, ranked #84.

Atomi Financial Group first reported a position in FLOT in Q1 2023 and has held it in 13 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Atomi Financial Group held 148,373 shares of iShares Floating Rate Bond ETF worth $7.56M as of Q1 2026.
  • Atomi Financial Group bought 9,640 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $491K.
  • iShares Floating Rate Bond ETF made up 0.23% of Atomi Financial Group's portfolio in Q1 2026, its #84 holding.
  • Atomi Financial Group first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.