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Destiny Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Destiny Wealth Partners’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 		$2.5M Buy
48,976
+1,659
+4% +$84.5K 0.35% 57
2026
Q1 		$2.41M Sell
47,317
-1,938
-4% -$98.7K 0.26% 69
2025
Q4 		$2.51M Sell
49,255
-3,007
-6% -$153K 0.29% 64
2025
Q3 		$2.67M Sell
52,262
-146
-0.3% -$7.44K 0.33% 62
2025
Q2 		$2.67M Buy
52,408
+4,456
+9% +$226K 0.36% 63
2025
Q1 		$2.45M Buy
47,952
+3,614
+8% +$184K 0.39% 62
2024
Q4 		$2.26M Buy
44,338
+2,965
+7% +$151K 0.37% 64
2024
Q3 		$2.11M Sell
41,373
-640
-2% -$32.6K 0.37% 63
2024
Q2 		$2.15M Sell
42,013
-886
-2% -$45.2K 0.39% 61
2024
Q1 		$2.19M Sell
42,899
-1,200
-3% -$61.1K 0.39% 60
2023
Q4 		$2.23M Sell
44,099
-1,541
-3% -$78.1K 0.42% 59
2023
Q3 		$2.32M Sell
45,640
-14,821
-25% -$752K 0.47% 59
2023
Q2 		$3.07M Sell
60,461
-2,541
-4% -$128K 0.59% 53
2023
Q1 		$3.17M Sell
63,002
-6,877
-10% -$347K 0.66% 46
2022
Q4 		$3.52M Buy
69,879
+1,975
+3% +$99.1K 0.76% 45
2022
Q3 		$3.41M Buy
67,904
+4,111
+6% +$206K 0.77% 43
2022
Q2 		$3.19M Sell
63,793
-679
-1% -$34.2K 0.7% 48
2022
Q1 		$3.26M Buy
+64,472
New +$3.26M 0.63% 49

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

Destiny Wealth Partners's FLOT Position: Q2 2026 in Review

Destiny Wealth Partners increased its iShares Floating Rate Bond ETF (FLOT) stake by 3.5% in Q2 2026, buying an estimated $84.5K and bringing the position to 48,976 shares worth $2.5M. The position accounts for 0.35% of the portfolio, ranked #57.

Destiny Wealth Partners first reported a position in FLOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.52M in Q4 2022. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Destiny Wealth Partners held 48,976 shares of iShares Floating Rate Bond ETF worth $2.5M as of Q2 2026.
  • Destiny Wealth Partners bought 1,659 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $84.5K.
  • iShares Floating Rate Bond ETF made up 0.35% of Destiny Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Destiny Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Destiny Wealth Partners's iShares Floating Rate Bond ETF position peaked at $3.52M in Q4 2022.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.