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 Q2	$2.15M	Buy	42,064 +8,333	+25%	+$424K	0.21%	64
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 $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impact Partnership Wealth's FLOT Position: Q2 2026 in Review

Impact Partnership Wealth increased its iShares Floating Rate Bond ETF (FLOT) stake by 25% in Q2 2026, buying an estimated $424K and bringing the position to 42,064 shares worth $2.15M. The position accounts for 0.21% of the portfolio, ranked #64.

Impact Partnership Wealth first reported a position in FLOT in Q2 2023 and has held it in 9 quarters since. 689 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Impact Partnership Wealth held 42,064 shares of iShares Floating Rate Bond ETF worth $2.15M as of Q2 2026.
Impact Partnership Wealth bought 8,333 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $424K.
iShares Floating Rate Bond ETF made up 0.21% of Impact Partnership Wealth's portfolio in Q2 2026, its #64 holding.
Impact Partnership Wealth first reported a position in iShares Floating Rate Bond ETF in Q2 2023 and has held it in 9 quarters since.
689 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.