GSEP
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Golden State Equity Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Golden State Equity Partners’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 		$3.54M Buy
69,438
+23,172
+50% +$1.18M 0.27% 79
2025
Q4 		$2.35M Buy
46,266
+4,162
+10% +$212K 0.38% 47
2025
Q3 		$2.15M Sell
42,104
-2,708
-6% -$138K 0.36% 56
2025
Q2 		$2.29M Sell
44,812
-7,321
-14% -$372K 0.42% 47
2025
Q1 		$2.66M Sell
52,133
-28
-0.1% -$1.43K 0.53% 45
2024
Q4 		$2.65M Buy
52,161
+39,252
+304% +$2M 0.51% 41
2024
Q3 		$659K Buy
12,909
+4,518
+54% +$230K 0.35% 51
2024
Q2 		$429K Buy
+8,391
New +$428K 0.09% 249
2023
Q4 		$663K Sell
13,104
-29
-0.2% -$1.47K 0.16% 147
2023
Q3 		$668K Sell
13,133
-23
-0.2% -$1.17K 0.19% 137
2023
Q2 		$669K Buy
13,156
+4,758
+57% +$240K 0.19% 134
2023
Q1 		$423K Buy
+8,398
New +$424K 0.23% 111
2022
Q1 		$1.08M Buy
21,483
+5,086
+31% +$257K 0.55% 55
2021
Q4 		$832K Buy
16,397
+1,106
+7% +$56.1K 0.42% 58
2021
Q3 		$777K Buy
15,291
+1,247
+9% +$63.3K 0.32% 77
2021
Q2 		$714K Buy
14,044
+3,507
+33% +$178K 0.28% 93
2021
Q1 		$535K Buy
+10,537
New +$535K 0.31% 86

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

Golden State Equity Partners's FLOT Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares Floating Rate Bond ETF (FLOT) stake by 50% in Q1 2026, buying an estimated $1.18M and bringing the position to 69,438 shares worth $3.54M. The position accounts for 0.27% of the portfolio, ranked #79.

Golden State Equity Partners first reported a position in FLOT in Q1 2021 and has held it in 17 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Golden State Equity Partners held 69,438 shares of iShares Floating Rate Bond ETF worth $3.54M as of Q1 2026.
  • Golden State Equity Partners bought 23,172 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $1.18M.
  • iShares Floating Rate Bond ETF made up 0.27% of Golden State Equity Partners's portfolio in Q1 2026, its #79 holding.
  • Golden State Equity Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and has held it in 17 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.