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
Q2 		$31M Buy
607,692
+1,631
+0.3% +$83.1K 0.03% 414
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 $1.55T 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 Partners Wealth's FLOT Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.27% in Q2 2026, buying an estimated $83.1K and bringing the position to 607,692 shares worth $31M. The position accounts for 0.03% of the portfolio, ranked #414.

Focus Partners Wealth first reported a position in FLOT in Q3 2024 and has held it in 8 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Focus Partners Wealth held 607,692 shares of iShares Floating Rate Bond ETF worth $31M as of Q2 2026.
  • Focus Partners Wealth bought 1,631 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $83.1K.
  • iShares Floating Rate Bond ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #414 holding.
  • Focus Partners Wealth first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.