Envestnet Portfolio Solutions
FLOT icon

Envestnet Portfolio Solutions’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Envestnet Portfolio Solutions’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 		$502K Sell
9,849
-12,266
-55% -$625K ﹤0.01% 901
2025
Q4 		$1.12M Buy
22,115
+2,681
+14% +$137K ﹤0.01% 715
2025
Q3 		$993K Sell
19,434
-9,305
-32% -$474K ﹤0.01% 742
2025
Q2 		$1.47M Sell
28,739
-68,162
-70% -$3.46M 0.01% 662
2025
Q1 		$4.95M Buy
96,901
+967
+1% +$49.3K 0.02% 365
2024
Q4 		$4.88M Buy
95,934
+4,271
+5% +$218K 0.02% 401
2024
Q3 		$4.68M Buy
91,663
+18,419
+25% +$938K 0.02% 410
2024
Q2 		$3.74M Buy
73,244
+7,773
+12% +$396K 0.01% 449
2024
Q1 		$3.34M Buy
65,471
+6,318
+11% +$321K 0.01% 491
2023
Q4 		$2.99M Sell
59,153
-27,197
-31% -$1.38M 0.01% 477
2023
Q3 		$4.39M Buy
+86,350
New +$4.38M 0.02% 339

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

Envestnet Portfolio Solutions's FLOT Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Floating Rate Bond ETF (FLOT) stake by 55% in Q1 2026, selling an estimated $625K and leaving 9,849 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Envestnet Portfolio Solutions first reported a position in FLOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.95M in Q1 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Envestnet Portfolio Solutions held 9,849 shares of iShares Floating Rate Bond ETF worth $502K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 12,266 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $625K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #901 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Floating Rate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's iShares Floating Rate Bond ETF position peaked at $4.95M in Q1 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.