Institute for Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Institute for 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 Q2	$5.11K	Buy	+100	New	+$5.09K	﹤0.01%	1451
2014 Q2	–	Sell	-4,245	Closed	-$215K	–	65
2014 Q1	$215K	Buy	4,245 +11	+0.3%	+$558	0.18%	33
2013 Q4	$215K	Sell	4,234 -7,183	-63%	-$364K	0.15%	37
2013 Q3	$579K	Buy	11,417 +8,213	+256%	+$416K	0.4%	31
2013 Q2	$162K	Buy	+3,204	New	+$162K	0.13%	36

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

Institute for Wealth Management's FLOT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 100 shares worth $5.11K. The stake represents ﹤0.01% of the portfolio and ranks #1451 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FLOT as recently as Q1 2014.

Institute for Wealth Management first reported a position in FLOT in Q2 2013 and has held it in 5 quarters since. The position peaked at $579K in Q3 2013. 690 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Institute for Wealth Management held 100 shares of iShares Floating Rate Bond ETF worth $5.11K as of Q2 2026.
iShares Floating Rate Bond ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Floating Rate Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1451 holding.
Institute for Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2013 and has held it in 5 quarters since.
Institute for Wealth Management's iShares Floating Rate Bond ETF position peaked at $579K in Q3 2013.
690 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.