FFN
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Focus Financial Network’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Focus Financial Network’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 		$497K Sell
9,730
-2,147
-18% -$109K 0.02% 483
2026
Q1 		$605K Sell
11,877
-1,455
-11% -$74.1K 0.02% 418
2025
Q4 		$678K Sell
13,332
-861
-6% -$43.9K 0.02% 386
2025
Q3 		$725K Buy
14,193
+2,352
+20% +$120K 0.03% 373
2025
Q2 		$604K Buy
11,841
+2,912
+33% +$148K 0.02% 390
2025
Q1 		$456K Buy
8,929
+1,720
+24% +$87.7K 0.02% 440
2024
Q4 		$367K Buy
7,209
+901
+14% +$45.9K 0.01% 494
2024
Q3 		$322K Buy
6,308
+388
+7% +$19.8K 0.01% 526
2024
Q2 		$302K Buy
5,920
+377
+7% +$19.2K 0.01% 525
2024
Q1 		$283K Buy
5,543
+175
+3% +$8.9K 0.01% 507
2023
Q4 		$272K Buy
5,368
+12
+0.2% +$608 0.01% 604
2023
Q3 		$273K Sell
5,356
-1,885
-26% -$95.6K 0.02% 490
2023
Q2 		$368K Buy
7,241
+57
+0.8% +$2.88K 0.02% 422
2023
Q1 		$362K Buy
+7,184
New +$362K 0.02% 409
2020
Q1 		– Sell
-4,618
Closed -$235K – 382
2019
Q4 		$235K Buy
4,618
+476
+11% +$24.2K 0.03% 366
2019
Q3 		$211K Buy
4,142
+18
+0.4% +$916 0.03% 370
2019
Q2 		$210K Buy
4,124
+13
+0.3% +$661 0.03% 351
2019
Q1 		$209K Buy
+4,111
New +$208K 0.03% 346

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

Focus Financial Network's FLOT Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Floating Rate Bond ETF (FLOT) stake by 18% in Q2 2026, selling an estimated $109K and leaving 9,730 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #483.

Focus Financial Network first reported a position in FLOT in Q1 2019 and has held it in 18 quarters since. The position peaked at $725K in Q3 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Focus Financial Network held 9,730 shares of iShares Floating Rate Bond ETF worth $497K as of Q2 2026.
  • Focus Financial Network sold 2,147 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $109K.
  • iShares Floating Rate Bond ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #483 holding.
  • Focus Financial Network first reported a position in iShares Floating Rate Bond ETF in Q1 2019 and has held it in 18 quarters since.
  • Focus Financial Network's iShares Floating Rate Bond ETF position peaked at $725K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.