Impact Partnership Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Impact Partnership 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	$1.72M	Buy	33,731 +4,385	+15%	+$223K	0.21%	63
2025 Q4	$1.49M	Buy	29,346 +1,681	+6%	+$85.6K	0.19%	63
2025 Q3	$1.41M	Buy	27,665 +15,068	+120%	+$768K	0.21%	57
2025 Q2	$643K	Buy	+12,597	New	+$640K	0.12%	101
2024 Q2	–	Sell	-50	Closed	-$2.55K	–	377
2024 Q1	$2.55K	Hold	50	–	–	﹤0.01%	562
2023 Q4	$2.53K	Hold	50	–	–	﹤0.01%	666
2023 Q3	$2.54K	Hold	50	–	–	﹤0.01%	789
2023 Q2	$2.54K	Buy	+50	New	+$2.53K	﹤0.01%	607

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

Impact Partnership Wealth's FLOT Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares Floating Rate Bond ETF (FLOT) stake by 15% in Q1 2026, buying an estimated $223K and bringing the position to 33,731 shares worth $1.72M. The position accounts for 0.21% of the portfolio, ranked #63.

Impact Partnership Wealth first reported a position in FLOT in Q2 2023 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Impact Partnership Wealth held 33,731 shares of iShares Floating Rate Bond ETF worth $1.72M as of Q1 2026.
Impact Partnership Wealth bought 4,385 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $223K.
iShares Floating Rate Bond ETF made up 0.21% of Impact Partnership Wealth's portfolio in Q1 2026, its #63 holding.
Impact Partnership Wealth first reported a position in iShares Floating Rate Bond ETF in Q2 2023 and has held it in 8 quarters since.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.