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LYNX CAPITAL GROUP LTD /ADV’s iShares Floating Rate Bond ETF FLOT Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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 		$3.84M Buy
75,229
+26,710
+55% +$1.36M 1.55% 25
2026
Q1 		$2.47M Buy
48,519
+5,201
+12% +$265K 1.15% 43
2025
Q4 		$2.2M Buy
43,318
+4
+0% +$204 1.01% 43
2025
Q3 		$2.21M Buy
+43,314
New +$2.21M 1.03% 46

Other funds holding FLOT

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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's FLOT Position: Q2 2026 in Review

LYNX CAPITAL GROUP LTD /ADV increased its iShares Floating Rate Bond ETF (FLOT) stake by 55% in Q2 2026, buying an estimated $1.36M and bringing the position to 75,229 shares worth $3.84M. The position accounts for 1.55% of the portfolio, ranked #25.

LYNX CAPITAL GROUP LTD /ADV first reported a position in FLOT in Q3 2025 and has held it in 4 quarters since. 603 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • LYNX CAPITAL GROUP LTD /ADV held 75,229 shares of iShares Floating Rate Bond ETF worth $3.84M as of Q2 2026.
  • LYNX CAPITAL GROUP LTD /ADV bought 26,710 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $1.36M.
  • iShares Floating Rate Bond ETF made up 1.55% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q2 2026, its #25 holding.
  • LYNX CAPITAL GROUP LTD /ADV first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 603 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q2 2026, filed 12 Aug 2026.