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 Q1	$223K	Buy	+4,381	New	+$223K	0.02%	210

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldstone Financial Group's FLOT Position: Q1 2026 in Review

Goldstone Financial Group opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q1 2026: 4,381 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings.

658 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Goldstone Financial Group held 4,381 shares of iShares Floating Rate Bond ETF worth $223K as of Q1 2026.
iShares Floating Rate Bond ETF was a new Goldstone Financial Group position in Q1 2026.
iShares Floating Rate Bond ETF made up 0.02% of Goldstone Financial Group's portfolio in Q1 2026, its #210 holding.
658 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.