Focus Partners Wealth
FLOT icon

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

Focus Partners Wealth’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 		$30.9M Buy
606,061
+7,506
+1% +$382K 0.03% 393
2025
Q4 		$30.4M Buy
598,555
+587,456
+5,293% +$29.9M 0.03% 389
2025
Q3 		$567K Sell
11,099
-529
-5% -$27K ﹤0.01% 1564
2025
Q2 		$593K Sell
11,628
-1,659
-12% -$84.3K ﹤0.01% 1348
2025
Q1 		$678K Buy
13,287
+1,088
+9% +$55.5K ﹤0.01% 1209
2024
Q4 		$621K Buy
12,199
+4,286
+54% +$218K ﹤0.01% 1231
2024
Q3 		$445K Buy
+7,913
New +$403K ﹤0.01% 1187

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

Focus Partners Wealth's FLOT Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.3% in Q1 2026, buying an estimated $382K and bringing the position to 606,061 shares worth $30.9M. The position accounts for 0.03% of the portfolio, ranked #393.

Focus Partners Wealth first reported a position in FLOT in Q3 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Focus Partners Wealth held 606,061 shares of iShares Floating Rate Bond ETF worth $30.9M as of Q1 2026.
  • Focus Partners Wealth bought 7,506 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $382K.
  • iShares Floating Rate Bond ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #393 holding.
  • Focus Partners Wealth first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.