KFI
FLOT icon

Key Financial Inc’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Key Financial Inc’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
Q1 		$713 Hold
14
– – ﹤0.01% 1278
2025
Q4 		$712 Hold
14
– – ﹤0.01% 1293
2025
Q3 		$713 Sell
14
-70
-83% -$3.57K ﹤0.01% 1305
2025
Q2 		$4.29K Buy
84
+70
+500% +$3.56K ﹤0.01% 1067
2025
Q1 		$715 Sell
14
-5
-26% -$255 ﹤0.01% 1254
2024
Q4 		$967 Hold
19
– – ﹤0.01% 1233
2024
Q3 		$970 Hold
19
– – ﹤0.01% 1199
2024
Q2 		$971 Hold
19
– – ﹤0.01% 1187
2024
Q1 		$970 Hold
19
– – ﹤0.01% 1188
2023
Q4 		$962 Hold
19
– – ﹤0.01% 1184
2023
Q3 		$967 Hold
19
– – ﹤0.01% 1199
2023
Q2 		$966 Hold
19
– – ﹤0.01% 1246
2023
Q1 		$957 Buy
19
+5
+36% +$252 ﹤0.01% 1041
2022
Q4 		$704 Hold
14
– – ﹤0.01% 1068
2022
Q3 		$1K Hold
14
– – ﹤0.01% 1027
2022
Q2 		$1K Hold
14
– – ﹤0.01% 1015
2022
Q1 		$1K Hold
14
– – ﹤0.01% 1001
2021
Q4 		$1K Hold
14
– – ﹤0.01% 887
2021
Q3 		$1K Hold
14
– – ﹤0.01% 861
2021
Q2 		$1K Hold
14
– – ﹤0.01% 814
2021
Q1 		$1K Hold
14
– – ﹤0.01% 724
2020
Q4 		$1K Buy
+14
New +$710 ﹤0.01% 676
2020
Q2 		– Sell
-14
Closed -$1K – 281
2020
Q1 		$1K Buy
+14
New +$700 ﹤0.01% 639

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Key Financial Inc's FLOT Position: Q1 2026 in Review

Key Financial Inc held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2026 at 14 shares worth $713. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Key Financial Inc first reported a position in FLOT in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.29K in Q2 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Key Financial Inc held 14 shares of iShares Floating Rate Bond ETF worth $713 as of Q1 2026.
  • Key Financial Inc left its iShares Floating Rate Bond ETF share count unchanged in Q1 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1278 holding.
  • Key Financial Inc first reported a position in iShares Floating Rate Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's iShares Floating Rate Bond ETF position peaked at $4.29K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.