CFD
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Creative Financial Designs’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Creative Financial Designs’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 		$1.81M Sell
35,504
-1,165
-3% -$59.3K 0.11% 161
2025
Q4 		$1.86M Buy
36,669
+2,554
+7% +$130K 0.12% 153
2025
Q3 		$1.74M Buy
34,115
+12,360
+57% +$630K 0.12% 159
2025
Q2 		$1.11M Buy
21,755
+8,366
+62% +$425K 0.08% 203
2025
Q1 		$684K Buy
13,389
+5,444
+69% +$278K 0.05% 240
2024
Q4 		$404K Buy
7,945
+5,288
+199% +$269K 0.03% 317
2024
Q3 		$136K Hold
2,657
– – 0.01% 530
2024
Q2 		$136K Hold
2,657
– – 0.01% 519
2024
Q1 		$136K Sell
2,657
-3,237
-55% -$165K 0.01% 505
2023
Q4 		$298K Buy
5,894
+77
+1% +$3.9K 0.03% 309
2023
Q3 		$296K Buy
5,817
+2,505
+76% +$127K 0.03% 280
2023
Q2 		$168K Sell
3,312
-11,923
-78% -$603K 0.02% 372
2023
Q1 		$768K Buy
15,235
+12,176
+398% +$614K 0.1% 165
2022
Q4 		$154K Buy
3,059
+42
+1% +$2.11K 0.02% 364
2022
Q3 		$152K Buy
3,017
+13
+0.4% +$653 0.02% 348
2022
Q2 		$150K Buy
+3,004
New +$151K 0.02% 347
2021
Q4 		– Sell
-116
Closed -$6K – 1298
2021
Q3 		$6K Hold
116
– – ﹤0.01% 1112
2021
Q2 		$6K Hold
116
– – ﹤0.01% 1125
2021
Q1 		$6K Sell
116
-3
-3% -$152 ﹤0.01% 1015
2020
Q4 		$6K Hold
119
– – ﹤0.01% 945
2020
Q3 		$6K Hold
119
– – ﹤0.01% 890
2020
Q2 		$6K Buy
119
+114
+2,280% +$5.71K ﹤0.01% 843
2020
Q1 		$0 Sell
5
-1,930
-100% -$96.6K ﹤0.01% 507
2019
Q4 		$99K Sell
1,935
-590
-23% -$30.1K 0.04% 193
2019
Q3 		$128K Buy
+2,525
New +$128K 0.07% 163
2018
Q4 		– Sell
-93
Closed -$5K – 642
2018
Q3 		$5K Buy
+93
New +$4.74K ﹤0.01% 525
2017
Q3 		– Sell
-143
Closed -$7K – 763
2017
Q2 		$7K Buy
+143
New +$7.27K ﹤0.01% 463

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

Creative Financial Designs's FLOT Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares Floating Rate Bond ETF (FLOT) stake by 3.2% in Q1 2026, selling an estimated $59.3K and leaving 35,504 shares worth $1.81M. The position accounts for 0.11% of the portfolio, ranked #161.

Creative Financial Designs first reported a position in FLOT in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.86M in Q4 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Creative Financial Designs held 35,504 shares of iShares Floating Rate Bond ETF worth $1.81M as of Q1 2026.
  • Creative Financial Designs sold 1,165 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $59.3K.
  • iShares Floating Rate Bond ETF made up 0.11% of Creative Financial Designs's portfolio in Q1 2026, its #161 holding.
  • Creative Financial Designs first reported a position in iShares Floating Rate Bond ETF in Q2 2017 and has held it in 27 quarters since.
  • Creative Financial Designs's iShares Floating Rate Bond ETF position peaked at $1.86M in Q4 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.