KWM
FLOT icon

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

KW 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 		– Sell
-101,545
Closed -$5.16M – 21
2025
Q4 		$5.16M Buy
101,545
+17,586
+21% +$896K 7.84% 1
2025
Q3 		$4.29M Buy
+83,959
New +$4.28M 7.31% 2

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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

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

KW Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 101,545 shares — an estimated $5.16M sold.

KW Wealth Management first reported a position in FLOT in Q3 2025 and held it in 2 quarters. The position peaked at $5.16M in Q4 2025. 663 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • KW Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 101,545 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $5.16M.
  • KW Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's iShares Floating Rate Bond ETF position peaked at $5.16M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.