Independent Family Office’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Independent Family Office’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	$481K	Hold	9,420	–	–	0.19%	57
2026 Q1	$480K	Hold	9,420	–	–	0.2%	62
2025 Q4	$479K	Hold	9,420	–	–	0.2%	55
2025 Q3	$481K	Hold	9,420	–	–	0.2%	56
2025 Q2	$481K	Hold	9,420	–	–	0.22%	53
2025 Q1	$481K	Hold	9,420	–	–	0.25%	47
2024 Q4	$479K	Hold	9,420	–	–	0.25%	48
2024 Q3	$479K	Hold	9,420	–	–	0.24%	47
2024 Q2	$479K	Hold	9,420	–	–	0.27%	43
2024 Q1	$481K	Sell	9,420 -1,000	-10%	-$50.9K	0.26%	47
2023 Q4	$527K	Sell	10,420 -2,282	-18%	-$116K	0.3%	43
2023 Q3	$646K	Hold	12,702	–	–	0.4%	41
2023 Q2	$646K	Sell	12,702 -12,113	-49%	-$612K	0.39%	40
2023 Q1	$1.25M	Sell	24,815 -49,846	-67%	-$2.52M	0.72%	29
2022 Q4	$3.76M	Sell	74,661 -7,011	-9%	-$352K	2.26%	12
2022 Q3	$4.11M	Sell	81,672 -13,414	-14%	-$674K	2.02%	10
2022 Q2	$4.75M	Sell	95,086 -37,327	-28%	-$1.88M	2.34%	8
2022 Q1	$6.69M	Sell	132,413 -5,576	-4%	-$282K	2.19%	6
2021 Q4	$7M	Sell	137,989 -388	-0.3%	-$19.7K	2.64%	7
2021 Q3	$7.04M	Buy	138,377 +595	+0.4%	+$30.2K	2.89%	8
2021 Q2	$7M	Sell	137,782 -2,211	-2%	-$112K	2.73%	8
2021 Q1	$7.11M	Buy	139,993 +3,938	+3%	+$200K	2.79%	7
2020 Q4	$6.9M	Sell	136,055 -992	-0.7%	-$50.3K	2.88%	7
2020 Q3	$6.95M	Sell	137,047 -1,040	-0.8%	-$52.7K	3.3%	6
2020 Q2	$6.99M	Sell	138,087 -1,484	-1%	-$74.3K	3.62%	6
2020 Q1	$6.8M	Buy	139,571 +16,000	+13%	+$800K	4.23%	4
2019 Q4	$6.29M	Buy	+123,571	New	+$6.29M	3.95%	6

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

Independent Family Office's FLOT Position: Q2 2026 in Review

Independent Family Office held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 9,420 shares worth $481K. The position accounts for 0.19% of the portfolio, ranked #57.

Independent Family Office first reported a position in FLOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.11M in Q1 2021. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Independent Family Office held 9,420 shares of iShares Floating Rate Bond ETF worth $481K as of Q2 2026.
Independent Family Office left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Floating Rate Bond ETF made up 0.19% of Independent Family Office's portfolio in Q2 2026, its #57 holding.
Independent Family Office first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Independent Family Office's iShares Floating Rate Bond ETF position peaked at $7.11M in Q1 2021.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.