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 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

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

IFS Advisors's FLOT Position: Q1 2026 in Review

IFS Advisors held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2026 at 1,000 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #53.

IFS Advisors first reported a position in FLOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $51.1K in Q2 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

IFS Advisors held 1,000 shares of iShares Floating Rate Bond ETF worth $51K as of Q1 2026.
IFS Advisors left its iShares Floating Rate Bond ETF share count unchanged in Q1 2026.
iShares Floating Rate Bond ETF made up 0.03% of IFS Advisors's portfolio in Q1 2026, its #53 holding.
IFS Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 16 quarters since.
IFS Advisors's iShares Floating Rate Bond ETF position peaked at $51.1K in Q2 2024.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.