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Cardiff Park Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Cardiff Park 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 		$706K Buy
13,864
+1,204
+10% +$61.3K 0.06% 149
2025
Q4 		$644K Sell
12,660
-155
-1% -$7.89K 0.05% 153
2025
Q3 		$655K Sell
12,815
-339
-3% -$17.3K 0.05% 157
2025
Q2 		$671K Sell
13,154
-519
-4% -$26.4K 0.06% 142
2025
Q1 		$698K Buy
13,673
+24
+0.2% +$1.22K 0.07% 132
2024
Q4 		$694K Buy
13,649
+56
+0.4% +$2.85K 0.07% 132
2024
Q3 		$694K Buy
13,593
+45
+0.3% +$2.29K 0.06% 132
2024
Q2 		$692K Buy
13,548
+45
+0.3% +$2.29K 0.07% 126
2024
Q1 		$689K Buy
13,503
+28
+0.2% +$1.43K 0.07% 131
2023
Q4 		$682K Buy
13,475
+58
+0.4% +$2.94K 0.08% 126
2023
Q3 		$683K Buy
13,417
+41
+0.3% +$2.08K 0.09% 113
2023
Q2 		$680K Buy
13,376
+38
+0.3% +$1.92K 0.08% 117
2023
Q1 		$672K Sell
13,338
-4,015
-23% -$203K 0.09% 116
2022
Q4 		$873K Buy
17,353
+89
+0.5% +$4.47K 0.12% 99
2022
Q3 		$868K Sell
17,264
-5,696
-25% -$286K 0.14% 95
2022
Q2 		$1.15M Buy
22,960
+5,883
+34% +$296K 0.17% 70
2022
Q1 		$863K Buy
17,077
+9,547
+127% +$483K 0.12% 85
2021
Q4 		$382K Buy
+7,530
New +$382K 0.05% 167

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

Cardiff Park Advisors's FLOT Position: Q1 2026 in Review

Cardiff Park Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 9.5% in Q1 2026, buying an estimated $61.3K and bringing the position to 13,864 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #149.

Cardiff Park Advisors first reported a position in FLOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q2 2022. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Cardiff Park Advisors held 13,864 shares of iShares Floating Rate Bond ETF worth $706K as of Q1 2026.
  • Cardiff Park Advisors bought 1,204 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $61.3K.
  • iShares Floating Rate Bond ETF made up 0.06% of Cardiff Park Advisors's portfolio in Q1 2026, its #149 holding.
  • Cardiff Park Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's iShares Floating Rate Bond ETF position peaked at $1.15M in Q2 2022.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.