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

IFS 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 Q3	$51K	Hold	1,000	–	–	0.02%	192
2026 Q2	$51K	Hold	1,000	–	–	0.02%	58
2026 Q1	$51K	Hold	1,000	–	–	0.03%	53
2025 Q4	$50.9K	Hold	1,000	–	–	0.03%	46
2025 Q3	$51.1K	Hold	1,000	–	–	0.03%	45
2025 Q2	$51K	Hold	1,000	–	–	0.04%	39
2025 Q1	$51K	Hold	1,000	–	–	0.04%	47
2024 Q4	$50.9K	Hold	1,000	–	–	0.04%	42
2024 Q3	$51K	Hold	1,000	–	–	0.04%	31
2024 Q2	$51.1K	Hold	1,000	–	–	0.04%	27
2024 Q1	$51.1K	Hold	1,000	–	–	0.04%	28
2023 Q4	$50.6K	Hold	1,000	–	–	0.06%	25
2023 Q3	$50.9K	Hold	1,000	–	–	0.09%	24
2023 Q2	$50.8K	Hold	1,000	–	–	0.13%	21
2023 Q1	$50.4K	Hold	1,000	–	–	0.21%	22
2022 Q4	$50.3K	Hold	1,000	–	–	0.09%	26
2022 Q3	$50K	Hold	1,000	–	–	0.09%	23
2022 Q2	$49K	Buy	+1,000	New	+$50.4K	0.13%	24

Other funds holding FLOT

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

IFS Advisors's FLOT Position: Q3 2026 in Review

IFS Advisors held its iShares Floating Rate Bond ETF (FLOT) position steady in Q3 2026 at 1,000 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #192.

IFS Advisors first reported a position in FLOT in Q2 2022 and has held it in 18 quarters since. The position peaked at $51.1K in Q2 2024. 629 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

IFS Advisors held 1,000 shares of iShares Floating Rate Bond ETF worth $51K as of Q3 2026.
IFS Advisors left its iShares Floating Rate Bond ETF share count unchanged in Q3 2026.
iShares Floating Rate Bond ETF made up 0.02% of IFS Advisors's portfolio in Q3 2026, its #192 holding.
IFS Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 18 quarters since.
IFS Advisors's iShares Floating Rate Bond ETF position peaked at $51.1K in Q2 2024.
629 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.