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Darden Wealth Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Darden Wealth 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
Q1 		$3.98M Sell
78,065
-1,582
-2% -$80.6K 2.03% 9
2025
Q4 		$4.05M Buy
79,647
+1,928
+2% +$98.2K 1.97% 10
2025
Q3 		$3.97M Buy
77,719
+1,832
+2% +$93.4K 2.08% 8
2025
Q2 		$3.87M Buy
75,887
+1,490
+2% +$75.7K 2.33% 7
2025
Q1 		$3.8M Buy
74,397
+1,519
+2% +$77.5K 2.94% 6
2024
Q4 		$3.71M Sell
72,878
-254
-0.3% -$12.9K 2.5% 7
2024
Q3 		$3.73M Buy
73,132
+3,784
+5% +$193K 2.68% 6
2024
Q2 		$3.54M Sell
69,348
-180
-0.3% -$9.18K 2.13% 7
2024
Q1 		$3.55M Buy
69,528
+14,497
+26% +$738K 2.78% 6
2023
Q4 		$2.79M Buy
+55,031
New +$2.79M 2.68% 7

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

Darden Wealth Group's FLOT Position: Q1 2026 in Review

Darden Wealth Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 2% in Q1 2026, selling an estimated $80.6K and leaving 78,065 shares worth $3.98M. The position accounts for 2.03% of the portfolio, ranked #9.

Darden Wealth Group first reported a position in FLOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.05M in Q4 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Darden Wealth Group held 78,065 shares of iShares Floating Rate Bond ETF worth $3.98M as of Q1 2026.
  • Darden Wealth Group sold 1,582 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $80.6K.
  • iShares Floating Rate Bond ETF made up 2.03% of Darden Wealth Group's portfolio in Q1 2026, its #9 holding.
  • Darden Wealth Group first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Darden Wealth Group's iShares Floating Rate Bond ETF position peaked at $4.05M in Q4 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.