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 Q2	–	Sell	-6,743	Closed	-$343K	–	103
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 $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capstone Triton Financial Group's FLOT Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 6,743 shares — an estimated $343K sold.

Capstone Triton Financial Group first reported a position in FLOT in Q4 2020 and held it in 5 quarters. The position peaked at $343K in Q1 2026. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Capstone Triton Financial Group reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 6,743 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $343K.
Capstone Triton Financial Group first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and held it in 5 quarters.
Capstone Triton Financial Group's iShares Floating Rate Bond ETF position peaked at $343K in Q1 2026.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.