ISWM
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Independent Solutions Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Independent Solutions Wealth Management’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 		$6.42M Buy
125,951
+54,615
+77% +$2.78M 0.94% 28
2025
Q4 		$3.63M Buy
71,336
+11,575
+19% +$590K 0.67% 49
2025
Q3 		$3.05M Buy
59,761
+6,371
+12% +$325K 0.54% 62
2025
Q2 		$2.72M Buy
53,390
+2,277
+4% +$116K 0.53% 60
2025
Q1 		$2.61M Buy
51,113
+3,817
+8% +$195K 0.58% 55
2024
Q4 		$2.41M Buy
47,296
+32,734
+225% +$1.67M 0.53% 56
2024
Q3 		$743K Buy
+14,562
New +$742K 0.17% 106

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GT
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return