Capstone Triton Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Capstone Triton 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	$343K	Buy	+6,743	New	+$343K	0.6%	35
2022 Q4	–	Sell	-4,183	Closed	-$210K	–	104
2022 Q3	$210K	Sell	4,183 -300	-7%	-$15.1K	0.18%	91
2022 Q2	$225K	Buy	4,483 +196	+5%	+$9.87K	0.17%	91
2022 Q1	$216K	Buy	+4,287	New	+$217K	0.15%	97
2021 Q1	–	Sell	-3,441	Closed	-$175K	–	182
2020 Q4	$175K	Buy	+3,441	New	+$175K	0.11%	125

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capstone Triton Financial Group's FLOT Position: Q1 2026 in Review

Capstone Triton Financial Group opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q1 2026: 6,743 shares worth $343K. The stake represents 0.6% of the portfolio and ranks #35 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in FLOT as recently as Q3 2022.

Capstone Triton Financial Group first reported a position in FLOT in Q4 2020 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Capstone Triton Financial Group held 6,743 shares of iShares Floating Rate Bond ETF worth $343K as of Q1 2026.
iShares Floating Rate Bond ETF was a new Capstone Triton Financial Group position in Q1 2026.
iShares Floating Rate Bond ETF made up 0.6% of Capstone Triton Financial Group's portfolio in Q1 2026, its #35 holding.
Capstone Triton Financial Group first reported a position in iShares Floating Rate Bond ETF in Q4 2020 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 Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.