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 Q2	$2.01M	Buy	39,289 +3,785	+11%	+$193K	0.1%	191
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Financial Designs's FLOT Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Floating Rate Bond ETF (FLOT) stake by 11% in Q2 2026, buying an estimated $193K and bringing the position to 39,289 shares worth $2.01M. The position accounts for 0.1% of the portfolio, ranked #191.

Creative Financial Designs first reported a position in FLOT in Q2 2017 and has held it in 28 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Creative Financial Designs held 39,289 shares of iShares Floating Rate Bond ETF worth $2.01M as of Q2 2026.
Creative Financial Designs bought 3,785 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $193K.
iShares Floating Rate Bond ETF made up 0.1% of Creative Financial Designs's portfolio in Q2 2026, its #191 holding.
Creative Financial Designs first reported a position in iShares Floating Rate Bond ETF in Q2 2017 and has held it in 28 quarters since.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.