Iron Horse Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Iron Horse 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
2025 Q2	$263	Hold	5	–	–	﹤0.01%	561
2025 Q1	$260	Hold	5	–	–	﹤0.01%	571
2024 Q4	$257	Hold	5	–	–	﹤0.01%	479
2024 Q3	$253	Hold	5	–	–	﹤0.01%	478
2024 Q2	$250	Hold	5	–	–	﹤0.01%	457
2024 Q1	$246	Hold	5	–	–	﹤0.01%	442
2023 Q4	$241	Hold	5	–	–	﹤0.01%	473
2023 Q3	$238	Hold	5	–	–	﹤0.01%	481
2023 Q2	$234	Buy	5 +1	+25%	+$51	﹤0.01%	297
2023 Q1	$229	Hold	4	–	–	﹤0.01%	331
2022 Q4	$0	Buy	+4	New	+$201	﹤0.01%	251
2022 Q2	–	Sell	-4	Closed	–	–	268
2022 Q1	$0	Hold	4	–	–	﹤0.01%	231
2021 Q4	$0	Hold	4	–	–	﹤0.01%	221
2021 Q3	$0	Sell	4 -150	-97%	-$7.62K	﹤0.01%	211
2021 Q2	$8K	Hold	154	–	–	0.01%	123
2021 Q1	$8K	Hold	154	–	–	0.01%	115
2020 Q4	$8K	Buy	+154	New	+$7.81K	0.01%	109

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Iron Horse Wealth Management's FLOT Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2025 at 5 shares worth $263. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Iron Horse Wealth Management first reported a position in FLOT in Q4 2020 and has held it in 17 quarters since. The position peaked at $8K in Q2 2021. 675 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

Iron Horse Wealth Management held 5 shares of iShares Floating Rate Bond ETF worth $263 as of Q2 2025.
Iron Horse Wealth Management left its iShares Floating Rate Bond ETF share count unchanged in Q2 2025.
iShares Floating Rate Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #561 holding.
Iron Horse Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and has held it in 17 quarters since.
Iron Horse Wealth Management's iShares Floating Rate Bond ETF position peaked at $8K in Q2 2021.
675 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.