BFWM
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Bright Futures Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bright Futures Wealth Management’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 		$2.42M Buy
47,458
+17,680
+59% +$900K 1.66% 10
2025
Q4 		$1.51M Buy
29,778
+1,369
+5% +$69.7K 1.12% 25
2025
Q3 		$1.45M Buy
+28,409
New +$1.45M 1.13% 26
2025
Q1 		$811K Buy
15,999
+1,882
+13% +$96K 0.89% 37
2024
Q4 		$721K Buy
+14,117
New +$719K 0.64% 52

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

Bright Futures Wealth Management's FLOT Position: Q1 2026 in Review

Bright Futures Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 59% in Q1 2026, buying an estimated $900K and bringing the position to 47,458 shares worth $2.42M. The position accounts for 1.66% of the portfolio, ranked #10.

Bright Futures Wealth Management first reported a position in FLOT in Q4 2024 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Bright Futures Wealth Management held 47,458 shares of iShares Floating Rate Bond ETF worth $2.42M as of Q1 2026.
  • Bright Futures Wealth Management bought 17,680 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $900K.
  • iShares Floating Rate Bond ETF made up 1.66% of Bright Futures Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Bright Futures Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.