Diversified Trust’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Diversified Trust’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 Q3	$1.3M	Buy	+25,411	New	+$1.3M	0.03%	361

Other funds holding FLOT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Diversified Trust's FLOT Position: Q3 2026 in Review

Diversified Trust opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2026: 25,411 shares worth $1.3M. The stake represents 0.03% of the portfolio and ranks #361 among its holdings.

416 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

Diversified Trust held 25,411 shares of iShares Floating Rate Bond ETF worth $1.3M as of Q3 2026.
iShares Floating Rate Bond ETF was a new Diversified Trust position in Q3 2026.
iShares Floating Rate Bond ETF made up 0.03% of Diversified Trust's portfolio in Q3 2026, its #361 holding.
416 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.