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Goldstone Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Goldstone Financial Group’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 		$221K Sell
4,323
-58
-1% -$2.96K 0.02% 228
2026
Q1 		$223K Buy
+4,381
New +$223K 0.02% 210

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

Goldstone Financial Group's FLOT Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 1.3% in Q2 2026, selling an estimated $2.96K and leaving 4,323 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #228.

Goldstone Financial Group first reported a position in FLOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $223K in Q1 2026. 690 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Goldstone Financial Group held 4,323 shares of iShares Floating Rate Bond ETF worth $221K as of Q2 2026.
  • Goldstone Financial Group sold 58 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $2.96K.
  • iShares Floating Rate Bond ETF made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #228 holding.
  • Goldstone Financial Group first reported a position in iShares Floating Rate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Goldstone Financial Group's iShares Floating Rate Bond ETF position peaked at $223K in Q1 2026.
  • 690 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.