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

Cranbrook 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
Q1 		$101K Hold
1,974
– – 0.02% 160
2025
Q4 		$100K Hold
1,974
– – 0.02% 168
2025
Q3 		$101K Hold
1,974
– – 0.02% 163
2025
Q2 		$101K Hold
1,974
– – 0.02% 160
2025
Q1 		$101K Hold
1,974
– – 0.02% 153
2024
Q4 		$100K Hold
1,974
– – 0.02% 149
2024
Q3 		$101K Sell
1,974
-489
-20% -$24.9K 0.02% 147
2024
Q2 		$126K Buy
+2,463
New +$126K 0.03% 135

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

Cranbrook Wealth Management's FLOT Position: Q1 2026 in Review

Cranbrook Wealth Management held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2026 at 1,974 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #160.

Cranbrook Wealth Management first reported a position in FLOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $126K in Q2 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Cranbrook Wealth Management held 1,974 shares of iShares Floating Rate Bond ETF worth $101K as of Q1 2026.
  • Cranbrook Wealth Management left its iShares Floating Rate Bond ETF share count unchanged in Q1 2026.
  • iShares Floating Rate Bond ETF made up 0.02% of Cranbrook Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Cranbrook Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Cranbrook Wealth Management's iShares Floating Rate Bond ETF position peaked at $126K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.