J. M. Brown & Associates’s iShares Floating Rate Bond ETF FLOT Stock Holding History

J. M. Brown & Associates’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	$650K	Buy	+12,729	New	+$648K	0.37%	88

Other funds holding FLOT

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 $6.37B AUM 22.63% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J. M. Brown & Associates's FLOT Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 12,729 shares worth $650K. The stake represents 0.37% of the portfolio and ranks #88 among its holdings.

660 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

J. M. Brown & Associates held 12,729 shares of iShares Floating Rate Bond ETF worth $650K as of Q2 2026.
iShares Floating Rate Bond ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares Floating Rate Bond ETF made up 0.37% of J. M. Brown & Associates's portfolio in Q2 2026, its #88 holding.
660 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.