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

Edgestream 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
Q1 		– Sell
-27,127
Closed -$1.38M – 947
2025
Q4 		$1.38M Sell
27,127
-17,973
-40% -$915K 0.04% 619
2025
Q3 		$2.3M Hold
45,100
– – 0.07% 489
2025
Q2 		$2.3M Buy
45,100
+24,800
+122% +$1.26M 0.06% 499
2025
Q1 		$1.04M Sell
20,300
-134
-0.7% -$6.83K 0.04% 601
2024
Q4 		$1.04M Sell
20,434
-461
-2% -$23.5K 0.04% 561
2024
Q3 		$1.07M Buy
20,895
+3,169
+18% +$161K 0.05% 557
2024
Q2 		$906K Sell
17,726
-17,916
-50% -$913K 0.04% 543
2024
Q1 		$1.82M Buy
35,642
+3,986
+13% +$203K 0.09% 356
2023
Q4 		$1.6M Sell
31,656
-3,997
-11% -$203K 0.12% 295
2023
Q3 		$1.81M Buy
35,653
+14,997
+73% +$761K 0.14% 225
2023
Q2 		$1.05M Buy
20,656
+9,015
+77% +$456K 0.1% 346
2023
Q1 		$587K Buy
+11,641
New +$587K 0.06% 384

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

Edgestream Partners's FLOT Position: Q1 2026 in Review

Edgestream Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 27,127 shares — an estimated $1.38M sold.

Edgestream Partners first reported a position in FLOT in Q1 2023 and held it in 12 quarters. The position peaked at $2.3M in Q3 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Edgestream Partners reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 27,127 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $1.38M.
  • Edgestream Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and held it in 12 quarters.
  • Edgestream Partners's iShares Floating Rate Bond ETF position peaked at $2.3M in Q3 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.