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FLOT icon

Greykasell Wealth Strategies’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Greykasell Wealth Strategies’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 		$127K Hold
2,483
– – 0.05% 173
2025
Q4 		$126K Hold
2,483
– – 0.05% 172
2025
Q3 		$127K Buy
+2,483
New +$127K 0.05% 163

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 $445B AUM 25.58% 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 $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greykasell Wealth Strategies's FLOT Position: Q1 2026 in Review

Greykasell Wealth Strategies held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2026 at 2,483 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #173.

Greykasell Wealth Strategies first reported a position in FLOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $127K in Q3 2025. 659 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Greykasell Wealth Strategies held 2,483 shares of iShares Floating Rate Bond ETF worth $127K as of Q1 2026.
  • Greykasell Wealth Strategies left its iShares Floating Rate Bond ETF share count unchanged in Q1 2026.
  • iShares Floating Rate Bond ETF made up 0.05% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #173 holding.
  • Greykasell Wealth Strategies first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Greykasell Wealth Strategies's iShares Floating Rate Bond ETF position peaked at $127K in Q3 2025.
  • 659 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.