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Crestwood Advisors Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Crestwood Advisors Group’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 		$11.1M Buy
216,691
+7,624
+4% +$388K 0.16% 101
2026
Q1 		$10.7M Buy
209,067
+88,449
+73% +$4.5M 0.18% 102
2025
Q4 		$6.13M Buy
120,618
+83,608
+226% +$4.26M 0.1% 128
2025
Q3 		$1.89M Buy
+37,010
New +$1.89M 0.03% 219

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

Crestwood Advisors Group's FLOT Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares Floating Rate Bond ETF (FLOT) stake by 3.6% in Q2 2026, buying an estimated $388K and bringing the position to 216,691 shares worth $11.1M. The position accounts for 0.16% of the portfolio, ranked #101.

Crestwood Advisors Group first reported a position in FLOT in Q3 2025 and has held it in 4 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Crestwood Advisors Group held 216,691 shares of iShares Floating Rate Bond ETF worth $11.1M as of Q2 2026.
  • Crestwood Advisors Group bought 7,624 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $388K.
  • iShares Floating Rate Bond ETF made up 0.16% of Crestwood Advisors Group's portfolio in Q2 2026, its #101 holding.
  • Crestwood Advisors Group first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.