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Brindle & Bay Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Brindle & Bay Financial Advisors’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 		– Sell
-5,971
Closed -$304K – 68
2025
Q4 		$304K Buy
+5,971
New +$304K 0.2% 63

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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

Brindle & Bay Financial Advisors's FLOT Position: Q1 2026 in Review

Brindle & Bay Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 5,971 shares — an estimated $304K sold.

Brindle & Bay Financial Advisors first reported a position in FLOT in Q4 2025 and held it in 1 quarter. The position peaked at $304K in Q4 2025. 661 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Brindle & Bay Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Brindle & Bay Financial Advisors sold 5,971 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $304K.
  • Brindle & Bay Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Brindle & Bay Financial Advisors's iShares Floating Rate Bond ETF position peaked at $304K in Q4 2025.
  • 661 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.