CWM
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Coral Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Coral Wealth Management’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 		$797K Buy
15,608
+5,107
+49% +$260K 0.65% 16
2026
Q1 		$535K Buy
+10,501
New +$535K 0.6% 15

Other funds holding FLOT

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

Coral Wealth Management's FLOT Position: Q2 2026 in Review

Coral Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 49% in Q2 2026, buying an estimated $260K and bringing the position to 15,608 shares worth $797K. The position accounts for 0.65% of the portfolio, ranked #16.

Coral Wealth Management first reported a position in FLOT in Q1 2026 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Coral Wealth Management held 15,608 shares of iShares Floating Rate Bond ETF worth $797K as of Q2 2026.
  • Coral Wealth Management bought 5,107 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $260K.
  • iShares Floating Rate Bond ETF made up 0.65% of Coral Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Coral Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Coral Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.