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Fourth Dimension Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Fourth Dimension 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 		$102 Sell
2
-6,227
-100% -$317K ﹤0.01% 582
2025
Q4 		$317K Buy
6,229
+297
+5% +$15.1K 0.12% 101
2025
Q3 		$303K Buy
5,932
+1,073
+22% +$54.7K 0.12% 99
2025
Q2 		$248K Sell
4,859
-4,509
-48% -$229K 0.1% 111
2025
Q1 		$478K Buy
9,368
+9,366
+468,300% +$478K 0.23% 72
2024
Q4 		$102 Buy
+2
New +$102 ﹤0.01% 616

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

Fourth Dimension Wealth's FLOT Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its iShares Floating Rate Bond ETF (FLOT) stake by 100% in Q1 2026, selling an estimated $317K and leaving 2 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Fourth Dimension Wealth first reported a position in FLOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $478K in Q1 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Fourth Dimension Wealth held 2 shares of iShares Floating Rate Bond ETF worth $102 as of Q1 2026.
  • Fourth Dimension Wealth sold 6,227 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $317K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #582 holding.
  • Fourth Dimension Wealth first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's iShares Floating Rate Bond ETF position peaked at $478K in Q1 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.