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Leavell Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Leavell Investment 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
Q2 		$2.06M Buy
40,409
+4,309
+12% +$219K 0.08% 230
2026
Q1 		$1.84M Sell
36,100
-398
-1% -$20.3K 0.08% 233
2025
Q4 		$1.86M Sell
36,498
-5,326
-13% -$271K 0.08% 224
2025
Q3 		$2.14M Sell
41,824
-310
-0.7% -$15.8K 0.09% 210
2025
Q2 		$2.15M Sell
42,134
-5,714
-12% -$290K 0.1% 201
2025
Q1 		$2.44M Buy
47,848
+1,945
+4% +$99.2K 0.12% 176
2024
Q4 		$2.34M Buy
45,903
+10,176
+28% +$518K 0.11% 176
2024
Q3 		$1.82M Sell
35,727
-3,495
-9% -$178K 0.09% 209
2024
Q2 		$2M Buy
39,222
+2,574
+7% +$131K 0.11% 179
2024
Q1 		$1.87M Buy
36,648
+5,776
+19% +$294K 0.11% 179
2023
Q4 		$1.56M Sell
30,872
-900
-3% -$45.6K 0.1% 193
2023
Q3 		$1.62M Buy
31,772
+272
+0.9% +$13.8K 0.11% 180
2023
Q2 		$1.6M Sell
31,500
-4,279
-12% -$216K 0.11% 186
2023
Q1 		$1.8M Sell
35,779
-2,668
-7% -$135K 0.13% 165
2022
Q4 		$1.94M Buy
38,447
+3,231
+9% +$162K 0.15% 154
2022
Q3 		$1.77M Sell
35,216
-3,032
-8% -$152K 0.14% 153
2022
Q2 		$1.91M Buy
38,248
+1,341
+4% +$67.5K 0.15% 149
2022
Q1 		$1.86M Buy
36,907
+15,604
+73% +$790K 0.13% 160
2021
Q4 		$1.08M Buy
+21,303
New +$1.08M 0.07% 232
2014
Q4 		– Sell
-37,328
Closed -$1.9M – 383
2014
Q3 		$1.9M Hold
37,328
– – 0.3% 105
2014
Q2 		$1.9M Buy
37,328
+5,000
+15% +$254K 0.3% 106
2014
Q1 		$1.64M Buy
32,328
+1,000
+3% +$50.7K 0.27% 110
2013
Q4 		$1.59M Buy
31,328
+328
+1% +$16.6K 0.27% 107
2013
Q3 		$1.57M Buy
31,000
+5,000
+19% +$253K 0.28% 97
2013
Q2 		$1.32M Buy
+26,000
New +$1.32M 0.24% 113

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
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
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

Leavell Investment Management's FLOT Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 12% in Q2 2026, buying an estimated $219K and bringing the position to 40,409 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #230.

Leavell Investment Management first reported a position in FLOT in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.44M in Q1 2025. 689 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Leavell Investment Management held 40,409 shares of iShares Floating Rate Bond ETF worth $2.06M as of Q2 2026.
  • Leavell Investment Management bought 4,309 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $219K.
  • iShares Floating Rate Bond ETF made up 0.08% of Leavell Investment Management's portfolio in Q2 2026, its #230 holding.
  • Leavell Investment Management first reported a position in iShares Floating Rate Bond ETF in Q2 2013 and has held it in 25 quarters since.
  • Leavell Investment Management's iShares Floating Rate Bond ETF position peaked at $2.44M in Q1 2025.
  • 689 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.