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Beta Wealth Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Beta Wealth 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 		$405K Buy
+7,951
New +$405K 0.17% 93
2025
Q4 		– Sell
-5,215
Closed -$266K – 119
2025
Q3 		$266K Buy
+5,215
New +$266K 0.11% 108

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

Beta Wealth Group's FLOT Position: Q1 2026 in Review

Beta Wealth Group opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q1 2026: 7,951 shares worth $405K. The stake represents 0.17% of the portfolio and ranks #93 among its holdings. This is a return to the name: Beta Wealth Group previously reported a position in FLOT as recently as Q3 2025.

Beta Wealth Group first reported a position in FLOT in Q3 2025 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Beta Wealth Group held 7,951 shares of iShares Floating Rate Bond ETF worth $405K as of Q1 2026.
  • iShares Floating Rate Bond ETF was a new Beta Wealth Group position in Q1 2026.
  • iShares Floating Rate Bond ETF made up 0.17% of Beta Wealth Group's portfolio in Q1 2026, its #93 holding.
  • Beta Wealth Group first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.