Liberty Square Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Liberty Square Wealth Partners’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	$365K	Hold	7,141	–	–	0.09%	92
2026 Q1	$364K	Hold	7,141	–	–	0.1%	95
2025 Q4	$363K	Hold	7,141	–	–	0.1%	96
2025 Q3	$365K	Hold	7,141	–	–	0.11%	102
2025 Q2	$364K	Hold	7,141	–	–	0.13%	98
2025 Q1	$365K	Hold	7,141	–	–	0.14%	95
2024 Q4	$364K	Buy	+7,141	New	+$364K	0.13%	101

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Liberty Square Wealth Partners's FLOT Position: Q2 2026 in Review

Liberty Square Wealth Partners held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 7,141 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #92.

Liberty Square Wealth Partners first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $365K in Q3 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Liberty Square Wealth Partners held 7,141 shares of iShares Floating Rate Bond ETF worth $365K as of Q2 2026.
Liberty Square Wealth Partners left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Floating Rate Bond ETF made up 0.09% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #92 holding.
Liberty Square Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's iShares Floating Rate Bond ETF position peaked at $365K in Q3 2025.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.