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Leo Wealth LLC’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Leo Wealth LLC’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 		$513K Sell
10,067
-1,999
-17% -$102K 0.04% 261
2025
Q4 		$614K Buy
12,066
+190
+2% +$9.68K 0.04% 230
2025
Q3 		$607K Buy
+11,876
New +$605K 0.08% 157

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

Leo Wealth LLC's FLOT Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Floating Rate Bond ETF (FLOT) stake by 17% in Q1 2026, selling an estimated $102K and leaving 10,067 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #261.

Leo Wealth LLC first reported a position in FLOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $614K in Q4 2025. 661 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Leo Wealth LLC held 10,067 shares of iShares Floating Rate Bond ETF worth $513K as of Q1 2026.
  • Leo Wealth LLC sold 1,999 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $102K.
  • iShares Floating Rate Bond ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #261 holding.
  • Leo Wealth LLC first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Leo Wealth LLC's iShares Floating Rate Bond ETF position peaked at $614K in Q4 2025.
  • 661 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.