Cerity Partners
FLOT icon

Cerity Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Cerity Partners’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 		$227K Sell
4,446
-3,630
-45% -$185K ﹤0.01% 2805
2025
Q4 		$411K Sell
8,076
-267
-3% -$13.6K ﹤0.01% 2223
2025
Q3 		$426K Sell
8,343
-449
-5% -$22.9K ﹤0.01% 2072
2025
Q2 		$449K Sell
8,792
-4,702
-35% -$239K ﹤0.01% 1924
2025
Q1 		$689K Buy
13,494
+946
+8% +$48.2K ﹤0.01% 1598
2024
Q4 		$638K Buy
12,548
+6,395
+104% +$326K ﹤0.01% 1631
2024
Q3 		$314K Buy
6,153
+154
+3% +$7.84K ﹤0.01% 2019
2024
Q2 		$306K Sell
5,999
-4,811
-45% -$245K ﹤0.01% 1806
2024
Q1 		$552K Buy
10,810
+2,420
+29% +$123K ﹤0.01% 1553
2023
Q4 		$425K Buy
8,390
+2,287
+37% +$116K ﹤0.01% 1340
2023
Q3 		$311K Sell
6,103
-8,399
-58% -$426K ﹤0.01% 1135
2023
Q2 		$737K Buy
14,502
+912
+7% +$46.1K ﹤0.01% 1025
2023
Q1 		$685K Sell
13,590
-5,080
-27% -$256K ﹤0.01% 1139
2022
Q4 		$940K Sell
18,670
-15,255
-45% -$766K 0.01% 714
2022
Q3 		$1.71M Buy
33,925
+11,505
+51% +$578K 0.02% 406
2022
Q2 		$1.12M Buy
22,420
+13,832
+161% +$697K 0.01% 524
2022
Q1 		$434K Hold
8,588
– – 0.01% 623
2021
Q4 		$436K Buy
+8,588
New +$436K 0.01% 635

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

Cerity Partners's FLOT Position: Q1 2026 in Review

Cerity Partners reduced its iShares Floating Rate Bond ETF (FLOT) stake by 45% in Q1 2026, selling an estimated $185K and leaving 4,446 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

Cerity Partners first reported a position in FLOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q3 2022. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Cerity Partners held 4,446 shares of iShares Floating Rate Bond ETF worth $227K as of Q1 2026.
  • Cerity Partners sold 3,630 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $185K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2805 holding.
  • Cerity Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's iShares Floating Rate Bond ETF position peaked at $1.71M in Q3 2022.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.