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

Kingsview 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
Q1 		$3.65M Buy
71,718
+4,463
+7% +$227K 0.05% 372
2025
Q4 		$3.42M Buy
67,255
+454
+0.7% +$23.1K 0.05% 363
2025
Q3 		$3.41M Buy
66,801
+4,887
+8% +$249K 0.05% 344
2025
Q2 		$3.16M Sell
61,914
-10,015
-14% -$509K 0.05% 335
2025
Q1 		$3.67M Buy
71,929
+24,783
+53% +$1.26M 0.07% 262
2024
Q4 		$2.4M Buy
47,146
+16,856
+56% +$858K 0.05% 347
2024
Q3 		$1.55M Sell
30,290
-3,662
-11% -$187K 0.03% 432
2024
Q2 		$1.73M Sell
33,952
-45,790
-57% -$2.33M 0.04% 385
2024
Q1 		$4.07M Buy
79,742
+9,361
+13% +$476K 0.1% 192
2023
Q4 		$3.56M Sell
70,381
-2,844
-4% -$144K 0.11% 186
2023
Q3 		$3.73M Sell
73,225
-17,336
-19% -$880K 0.13% 180
2023
Q2 		$4.6M Buy
90,561
+59,718
+194% +$3.02M 0.18% 124
2023
Q1 		$1.55M Sell
30,843
-14,541
-32% -$734K 0.07% 287
2022
Q4 		$2.28M Buy
45,384
+2,623
+6% +$132K 0.1% 219
2022
Q3 		$2.15M Sell
42,761
-1,414
-3% -$71K 0.1% 220
2022
Q2 		$2.21M Sell
44,175
-2,008
-4% -$101K 0.11% 203
2022
Q1 		$2.33M Buy
46,183
+439
+1% +$22.2K 0.1% 206
2021
Q4 		$2.32M Buy
45,744
+8,601
+23% +$436K 0.1% 221
2021
Q3 		$1.89M Sell
37,143
-5,348
-13% -$272K 0.09% 234
2021
Q2 		$2.16M Buy
42,491
+788
+2% +$40K 0.11% 209
2021
Q1 		$2.12M Buy
41,703
+128
+0.3% +$6.5K 0.12% 181
2020
Q4 		$2.11M Buy
41,575
+10,339
+33% +$524K 0.15% 150
2020
Q3 		$1.58M Sell
31,236
-120,465
-79% -$6.1M 0.14% 160
2020
Q2 		$7.67M Buy
151,701
+74,531
+97% +$3.73M 0.77% 20
2020
Q1 		$3.76M Buy
77,170
+20,920
+37% +$1.05M 0.51% 52
2019
Q4 		$2.86M Buy
56,250
+11,708
+26% +$596K 0.36% 80
2019
Q3 		$2.27M Buy
44,542
+21,075
+90% +$1.07M 0.36% 77
2019
Q2 		$1.2M Buy
23,467
+1,106
+5% +$56.3K 0.2% 133
2019
Q1 		$1.14M Sell
22,361
-420
-2% -$21.3K 0.17% 156
2018
Q4 		$1.15M Buy
22,781
+265
+1% +$13.4K 0.25% 123
2018
Q3 		$1.15M Buy
22,516
+9,252
+70% +$472K 0.23% 129
2018
Q2 		$676K Buy
13,264
+12
+0.1% +$612 0.16% 158
2018
Q1 		$675K Sell
13,252
-2,907
-18% -$148K 0.17% 163
2017
Q4 		$821K Buy
16,159
+2,563
+19% +$130K 0.29% 106
2017
Q3 		$693K Buy
13,596
+2,924
+27% +$149K 0.3% 101
2017
Q2 		$543K Sell
10,672
-427
-4% -$21.7K 0.28% 112
2017
Q1 		$565K Buy
+11,099
New +$564K 0.34% 105

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

Kingsview Wealth Management's FLOT Position: Q1 2026 in Review

Kingsview Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 6.6% in Q1 2026, buying an estimated $227K and bringing the position to 71,718 shares worth $3.65M. The position accounts for 0.05% of the portfolio, ranked #372.

Kingsview Wealth Management first reported a position in FLOT in Q1 2017 and has held it in 37 quarters since. The position peaked at $7.67M in Q2 2020. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Kingsview Wealth Management held 71,718 shares of iShares Floating Rate Bond ETF worth $3.65M as of Q1 2026.
  • Kingsview Wealth Management bought 4,463 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $227K.
  • iShares Floating Rate Bond ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q1 2026, its #372 holding.
  • Kingsview Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's iShares Floating Rate Bond ETF position peaked at $7.67M in Q2 2020.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.