BFO
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Boston Family Office’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Boston Family Office’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 		$247K Sell
4,853
-1,185
-20% -$60.3K 0.02% 290
2025
Q4 		$307K Hold
6,038
– – 0.02% 259
2025
Q3 		$308K Hold
6,038
– – 0.02% 247
2025
Q2 		$308K Hold
6,038
– – 0.02% 238
2025
Q1 		$308K Hold
6,038
– – 0.02% 236
2024
Q4 		$307K Hold
6,038
– – 0.02% 230
2024
Q3 		$308K Hold
6,038
– – 0.02% 232
2024
Q2 		$308K Sell
6,038
-33,571
-85% -$1.71M 0.02% 221
2024
Q1 		$2.02M Sell
39,609
-2,958
-7% -$150K 0.15% 110
2023
Q4 		$2.15M Sell
42,567
-2,642
-6% -$134K 0.16% 107
2023
Q3 		$2.3M Buy
45,209
+1,873
+4% +$95K 0.19% 97
2023
Q2 		$2.2M Sell
43,336
-3,692
-8% -$187K 0.17% 105
2023
Q1 		$2.37M Buy
47,028
+490
+1% +$24.7K 0.19% 100
2022
Q4 		$2.34M Sell
46,538
-22,349
-32% -$1.12M 0.19% 96
2022
Q3 		$3.46M Sell
68,887
-88,349
-56% -$4.44M 0.31% 74
2022
Q2 		$7.85M Buy
157,236
+7,902
+5% +$398K 0.66% 47
2022
Q1 		$7.54M Sell
149,334
-7,757
-5% -$393K 0.54% 55
2021
Q4 		$7.97M Sell
157,091
-8,603
-5% -$436K 0.52% 56
2021
Q3 		$8.42M Sell
165,694
-7,663
-4% -$389K 0.61% 51
2021
Q2 		$8.81M Sell
173,357
-35,554
-17% -$1.81M 0.63% 50
2021
Q1 		$10.7M Buy
208,911
+14,041
+7% +$713K 0.8% 41
2020
Q4 		$9.88M Buy
+194,870
New +$9.88M 0.76% 45

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

Boston Family Office's FLOT Position: Q1 2026 in Review

Boston Family Office reduced its iShares Floating Rate Bond ETF (FLOT) stake by 20% in Q1 2026, selling an estimated $60.3K and leaving 4,853 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #290.

Boston Family Office first reported a position in FLOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.7M in Q1 2021. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Boston Family Office held 4,853 shares of iShares Floating Rate Bond ETF worth $247K as of Q1 2026.
  • Boston Family Office sold 1,185 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $60.3K.
  • iShares Floating Rate Bond ETF made up 0.02% of Boston Family Office's portfolio in Q1 2026, its #290 holding.
  • Boston Family Office first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Boston Family Office's iShares Floating Rate Bond ETF position peaked at $10.7M in Q1 2021.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.