IA
FLOT icon

IFP Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

IFP Advisors’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 		$1.04M Buy
20,396
+623
+3% +$31.7K 0.02% 725
2026
Q1 		$1.01M Sell
19,773
-1,245
-6% -$63.4K 0.02% 686
2025
Q4 		$1.07M Sell
21,018
-5,483
-21% -$279K 0.02% 635
2025
Q3 		$1.35M Buy
26,501
+3,814
+17% +$194K 0.04% 498
2025
Q2 		$1.16M Buy
22,687
+7,106
+46% +$361K 0.03% 535
2025
Q1 		$795K Buy
15,581
+1,612
+12% +$82.2K 0.02% 611
2024
Q4 		$711K Sell
13,969
-2,832
-17% -$144K 0.02% 615
2024
Q3 		$857K Buy
16,801
+9,633
+134% +$491K 0.03% 519
2024
Q2 		$366K Sell
7,168
-39,652
-85% -$2.02M 0.01% 763
2024
Q1 		$2.39M Sell
46,820
-292
-0.6% -$14.9K 0.1% 215
2023
Q4 		$2.38M Buy
47,112
+39,162
+493% +$1.99M 0.11% 199
2023
Q3 		$405K Sell
7,950
-2,015
-20% -$102K 0.02% 668
2023
Q2 		$506K Sell
9,965
-362,530
-97% -$18.3M 0.02% 648
2023
Q1 		$19M Sell
372,495
-57,591
-13% -$2.91M 0.83% 16
2022
Q4 		$21.9M Buy
430,086
+103,279
+32% +$5.18M 0.59% 21
2022
Q3 		$16.7M Buy
326,807
+52,672
+19% +$2.64M 0.43% 33
2022
Q2 		$14M Hold
274,135
– – 0.45% 37
2022
Q1 		$14M Buy
274,135
+268,266
+4,571% +$13.6M 0.45% 37
2021
Q4 		$301K Sell
5,869
-8,362
-59% -$424K 0.01% 782
2021
Q3 		$742K Sell
14,231
-54,065
-79% -$2.75M 0.01% 475
2021
Q2 		$3.47M Buy
68,296
+14,487
+27% +$736K 0.07% 161
2021
Q1 		$2.72M Buy
53,809
+36,305
+207% +$1.84M 0.05% 176
2020
Q4 		$884K Buy
17,504
+4,388
+33% +$223K 0.04% 373
2020
Q3 		$654K Sell
13,116
-5,304
-29% -$269K 0.04% 374
2020
Q2 		$926K Sell
18,420
-7,947
-30% -$398K 0.07% 283
2020
Q1 		$1.27M Sell
26,367
-11,151
-30% -$558K 0.13% 175
2019
Q4 		$1.91M Buy
37,518
+470
+1% +$23.9K 0.14% 172
2019
Q3 		$1.89M Buy
+37,048
New +$1.89M 0.13% 179
2019
Q1 		$5.95M Sell
117,041
-115,610
-50% -$5.86M 0.81% 20
2018
Q4 		$11.7M Sell
232,651
-11,436
-5% -$580K 0.71% 12
2018
Q3 		$12.5M Buy
244,087
+40,649
+20% +$2.07M 0.51% 30
2018
Q2 		$10.4M Buy
203,438
+63,804
+46% +$3.25M 0.44% 35
2018
Q1 		$7.1M Hold
139,634
– – 0.32% 65
2017
Q4 		$7.1M Buy
139,634
+6,412
+5% +$326K 0.32% 65
2017
Q3 		$6.79M Buy
133,222
+14,152
+12% +$720K 0.27% 74
2017
Q2 		$6.06M Sell
119,070
-7,619
-6% -$387K 0.26% 83
2017
Q1 		$6.45M Buy
126,689
+15,039
+13% +$764K 0.28% 78
2016
Q4 		$5.66M Buy
111,650
+40,998
+58% +$2.08M 0.27% 73
2016
Q3 		$3.59M Buy
70,652
+14,800
+26% +$750K 0.19% 113
2016
Q2 		$2.83M Sell
55,852
-61,189
-52% -$3.09M 0.16% 134
2016
Q1 		$5.95M Buy
117,041
+101,792
+668% +$5.12M 0.81% 20
2015
Q4 		$769K Buy
+15,249
New +$769K 0.05% 371

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

IFP Advisors's FLOT Position: Q2 2026 in Review

IFP Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 3.2% in Q2 2026, buying an estimated $31.7K and bringing the position to 20,396 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #725.

IFP Advisors first reported a position in FLOT in Q4 2015 and has held it in 42 quarters since. The position peaked at $21.9M in Q4 2022. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • IFP Advisors held 20,396 shares of iShares Floating Rate Bond ETF worth $1.04M as of Q2 2026.
  • IFP Advisors bought 623 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $31.7K.
  • iShares Floating Rate Bond ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #725 holding.
  • IFP Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Floating Rate Bond ETF position peaked at $21.9M in Q4 2022.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.