Financial Freedom LLC’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Financial Freedom LLC’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	–	Sell	-507	Closed	-$25.9K	–	206
2026 Q1	$25.9K	Buy	507 +2	+0.4%	+$102	0.01%	212
2025 Q4	$25.7K	Buy	505 +5	+1%	+$255	0.01%	203
2025 Q3	$25.5K	Buy	500 +5	+1%	+$255	0.01%	211
2025 Q2	$25.3K	Buy	495 +4	+0.8%	+$203	0.01%	210
2025 Q1	$25.1K	Buy	491 +3	+0.6%	+$153	0.01%	207
2024 Q4	$24.9K	Buy	488 +6	+1%	+$306	0.01%	201
2024 Q3	$24.6K	Buy	482 +5	+1%	+$255	0.01%	203
2024 Q2	$24.4K	Buy	477 +4	+0.8%	+$204	0.01%	205
2024 Q1	$24.1K	Buy	473 +4	+0.9%	+$204	0.01%	207
2023 Q4	$23.8K	Buy	469 +6	+1%	+$304	0.02%	206
2023 Q3	$23.6K	Buy	463 +4	+0.9%	+$203	0.02%	198
2023 Q2	$23.3K	Buy	459 +4	+0.9%	+$202	0.02%	201
2023 Q1	$22.9K	Buy	+455	New	+$23K	0.02%	197

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Freedom LLC's FLOT Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 507 shares — an estimated $25.9K sold.

Financial Freedom LLC first reported a position in FLOT in Q1 2023 and held it in 13 quarters. The position peaked at $25.9K in Q1 2026. 687 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Financial Freedom LLC reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 507 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $25.9K.
Financial Freedom LLC first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and held it in 13 quarters.
Financial Freedom LLC's iShares Floating Rate Bond ETF position peaked at $25.9K in Q1 2026.
687 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.