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

Crewe Advisors’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	$1.33M	Buy	+26,050	New	+$1.33M	0.1%	76
2023 Q1	–	Sell	-140	Closed	-$7.05K	–	894
2022 Q4	$7.05K	Buy	+140	New	+$7.03K	﹤0.01%	612
2020 Q1	–	Sell	-173	Closed	-$9K	–	206
2019 Q4	$9K	Buy	+173	New	+$8.81K	﹤0.01%	185

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

Crewe Advisors's FLOT Position: Q2 2026 in Review

Crewe Advisors opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 26,050 shares worth $1.33M. The stake represents 0.1% of the portfolio and ranks #76 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in FLOT as recently as Q4 2022.

Crewe Advisors first reported a position in FLOT in Q4 2019 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Crewe Advisors held 26,050 shares of iShares Floating Rate Bond ETF worth $1.33M as of Q2 2026.
iShares Floating Rate Bond ETF was a new Crewe Advisors position in Q2 2026.
iShares Floating Rate Bond ETF made up 0.1% of Crewe Advisors's portfolio in Q2 2026, its #76 holding.
Crewe Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 3 quarters since.
690 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.