Kerr Financial Planning’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Kerr Financial Planning’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	$2.73K	Hold	54	–	–	﹤0.01%	459
2026 Q1	$2.71K	Buy	54 +2	+4%	+$102	﹤0.01%	445
2025 Q4	$2.69K	Hold	52	–	–	﹤0.01%	441
2025 Q3	$2.66K	Buy	+52	New	+$2.65K	﹤0.01%	466

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

Kerr Financial Planning's FLOT Position: Q2 2026 in Review

Kerr Financial Planning held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 54 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Kerr Financial Planning first reported a position in FLOT in Q3 2025 and has held it in 4 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Kerr Financial Planning held 54 shares of iShares Floating Rate Bond ETF worth $2.73K as of Q2 2026.
Kerr Financial Planning left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Floating Rate Bond ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #459 holding.
Kerr Financial Planning first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and has held it in 4 quarters since.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.