KWM
FLOT icon

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

Keebeck 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 		– Sell
-8,047
Closed -$410K – 483
2026
Q1 		$410K Sell
8,047
-329
-4% -$16.8K 0.05% 253
2025
Q4 		$426K Buy
8,376
+2,756
+49% +$140K 0.05% 243
2025
Q3 		$287K Buy
+5,620
New +$286K 0.03% 307

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Keebeck Wealth Management's FLOT Position: Q2 2026 in Review

Keebeck Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 8,047 shares — an estimated $410K sold.

Keebeck Wealth Management first reported a position in FLOT in Q3 2025 and held it in 3 quarters. The position peaked at $426K in Q4 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Keebeck Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Keebeck Wealth Management sold 8,047 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $410K.
  • Keebeck Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Keebeck Wealth Management's iShares Floating Rate Bond ETF position peaked at $426K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.