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Foundations Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Foundations Investment Advisors’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 		$428K Buy
8,382
+2,805
+50% +$143K ﹤0.01% 827
2026
Q1 		$284K Sell
5,577
-116,972
-95% -$5.96M ﹤0.01% 931
2025
Q4 		$6.23M Buy
122,549
+9,929
+9% +$506K 0.08% 188
2025
Q3 		$5.75M Buy
112,620
+23,188
+26% +$1.18M 0.08% 183
2025
Q2 		$4.56M Buy
89,432
+7,386
+9% +$375K 0.07% 215
2025
Q1 		$4.19M Buy
82,046
+59,479
+264% +$3.03M 0.08% 215
2024
Q4 		$1.15M Buy
22,567
+9,818
+77% +$500K 0.02% 375
2024
Q3 		$651K Buy
+12,749
New +$649K 0.01% 452
2024
Q1 		– Sell
-8,451
Closed -$429K – 717
2023
Q4 		$429K Buy
8,451
+1,051
+14% +$53.3K 0.01% 473
2023
Q3 		$377K Buy
7,400
+389
+6% +$19.7K 0.01% 457
2023
Q2 		$356K Sell
7,011
-1,948
-22% -$98.4K 0.01% 433
2023
Q1 		$451K Buy
8,959
+3,768
+73% +$190K 0.02% 338
2022
Q4 		$261K Sell
5,191
-1,818
-26% -$91.3K 0.01% 366
2022
Q3 		$352K Sell
7,009
-7,786
-53% -$391K 0.02% 302
2022
Q2 		$738K Sell
14,795
-615
-4% -$31K 0.03% 178
2022
Q1 		$779K Buy
15,410
+9,633
+167% +$488K 0.03% 147
2021
Q4 		$293K Buy
+5,777
New +$293K 0.01% 277

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

Foundations Investment Advisors's FLOT Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 50% in Q2 2026, buying an estimated $143K and bringing the position to 8,382 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Foundations Investment Advisors first reported a position in FLOT in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.23M in Q4 2025. 690 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Foundations Investment Advisors held 8,382 shares of iShares Floating Rate Bond ETF worth $428K as of Q2 2026.
  • Foundations Investment Advisors bought 2,805 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $143K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #827 holding.
  • Foundations Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Foundations Investment Advisors's iShares Floating Rate Bond ETF position peaked at $6.23M in Q4 2025.
  • 690 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.