Founders Financial Securities’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Founders Financial Securities’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	$363K	Sell	7,108 -2,862	-29%	-$146K	0.02%	433
2026 Q1	$507K	Sell	9,970 -1,735	-15%	-$88.4K	0.03%	367
2025 Q4	$595K	Buy	11,705 +7,499	+178%	+$382K	0.04%	357
2025 Q3	$215K	Sell	4,206 -9,020	-68%	-$460K	0.01%	460
2025 Q2	$675K	Buy	13,226 +3,340	+34%	+$170K	0.05%	294
2025 Q1	$503K	Buy	9,886 +886	+10%	+$45.2K	0.04%	315
2024 Q4	$458K	Buy	+9,000	New	+$458K	0.04%	322
2024 Q3	–	Sell	-10,849	Closed	-$554K	–	446
2024 Q2	$554K	Buy	10,849 +6,505	+150%	+$332K	0.05%	272
2024 Q1	$222K	Buy	+4,344	New	+$221K	0.02%	351
2023 Q3	–	Sell	-4,059	Closed	-$206K	–	339
2023 Q2	$206K	Sell	4,059 -1,577	-28%	-$79.7K	0.03%	300
2023 Q1	$284K	Buy	+5,636	New	+$284K	0.04%	266
2022 Q4	–	Sell	-5,081	Closed	-$255K	–	330
2022 Q3	$255K	Buy	+5,081	New	+$255K	0.05%	253

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

Founders Financial Securities's FLOT Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares Floating Rate Bond ETF (FLOT) stake by 29% in Q2 2026, selling an estimated $146K and leaving 7,108 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #433.

Founders Financial Securities first reported a position in FLOT in Q3 2022 and has held it in 12 quarters since. The position peaked at $675K in Q2 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Founders Financial Securities held 7,108 shares of iShares Floating Rate Bond ETF worth $363K as of Q2 2026.
Founders Financial Securities sold 2,862 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $146K.
iShares Floating Rate Bond ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #433 holding.
Founders Financial Securities first reported a position in iShares Floating Rate Bond ETF in Q3 2022 and has held it in 12 quarters since.
Founders Financial Securities's iShares Floating Rate Bond ETF position peaked at $675K in Q2 2025.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.