HIW
FLOT icon

Holos Integrated Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Holos Integrated 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 		– Sell
-15,670
Closed -$797K – 414
2025
Q4 		$797K Hold
15,670
– – 0.44% 32
2025
Q3 		$797K Hold
15,670
– – 0.47% 30
2025
Q2 		$798K Hold
15,670
– – 0.48% 29
2025
Q1 		$800K Sell
15,670
-6,412
-29% -$327K 0.52% 29
2024
Q4 		$1.12M Buy
+22,082
New +$1.12M 0.77% 21

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

Holos Integrated Wealth's FLOT Position: Q1 2026 in Review

Holos Integrated Wealth sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 15,670 shares — an estimated $797K sold.

Holos Integrated Wealth first reported a position in FLOT in Q4 2024 and held it in 5 quarters. The position peaked at $1.12M in Q4 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Holos Integrated Wealth reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 15,670 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $797K.
  • Holos Integrated Wealth first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and held it in 5 quarters.
  • Holos Integrated Wealth's iShares Floating Rate Bond ETF position peaked at $1.12M in Q4 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Holos Integrated Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.