Insigneo Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Insigneo Advisory Services’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	$239K	Buy	+4,696	New	+$239K	0.02%	581
2025 Q4	–	Sell	-72,315	Closed	-$3.69M	–	788
2025 Q3	$3.69M	Sell	72,315 -17,151	-19%	-$874K	0.26%	63
2025 Q2	$4.56M	Buy	89,466 +71,545	+399%	+$3.63M	0.39%	42
2025 Q1	$915K	Buy	+17,921	New	+$914K	0.09%	180

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

Insigneo Advisory Services's FLOT Position: Q1 2026 in Review

Insigneo Advisory Services opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q1 2026: 4,696 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #581 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in FLOT as recently as Q3 2025.

Insigneo Advisory Services first reported a position in FLOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.56M in Q2 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Insigneo Advisory Services held 4,696 shares of iShares Floating Rate Bond ETF worth $239K as of Q1 2026.
iShares Floating Rate Bond ETF was a new Insigneo Advisory Services position in Q1 2026.
iShares Floating Rate Bond ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #581 holding.
Insigneo Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 4 quarters since.
Insigneo Advisory Services's iShares Floating Rate Bond ETF position peaked at $4.56M in Q2 2025.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.