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

Loudon 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
Q1 		$1.42M Buy
27,937
+825
+3% +$42K 0.77% 38
2025
Q4 		$1.38M Sell
27,112
-5,210
-16% -$265K 0.72% 38
2025
Q3 		$1.65M Buy
32,322
+4,100
+15% +$209K 0.86% 34
2025
Q2 		$1.44M Buy
28,222
+35
+0.1% +$1.78K 0.8% 39
2025
Q1 		$1.44M Buy
28,187
+10,285
+57% +$524K 0.82% 37
2024
Q4 		$911K Buy
17,902
+4,770
+36% +$243K 0.52% 47
2024
Q3 		$670K Hold
13,132
– – 0.37% 62
2024
Q2 		$671K Buy
13,132
+1,145
+10% +$58.4K 0.39% 55
2024
Q1 		$612K Sell
11,987
-1,060
-8% -$53.9K 0.35% 61
2023
Q4 		$660K Buy
13,047
+2,360
+22% +$120K 0.41% 61
2023
Q3 		$544K Buy
10,687
+1,640
+18% +$83.2K 0.37% 64
2023
Q2 		$460K Sell
9,047
-2,450
-21% -$124K 0.3% 68
2023
Q1 		$579K Sell
11,497
-2,100
-15% -$106K 0.4% 65
2022
Q4 		$684K Buy
13,597
+1,610
+13% +$80.8K 0.49% 55
2022
Q3 		$603K Buy
11,987
+324
+3% +$16.3K 0.48% 55
2022
Q2 		$582K Buy
11,663
+1,839
+19% +$92.6K 0.44% 59
2022
Q1 		$496K Buy
9,824
+714
+8% +$36.1K 0.33% 65
2021
Q4 		$462K Sell
9,110
-100
-1% -$5.07K 0.29% 69
2021
Q3 		$468K Buy
9,210
+600
+7% +$30.5K 0.33% 61
2021
Q2 		$438K Buy
8,610
+2,200
+34% +$112K 0.3% 64
2021
Q1 		$325K Buy
6,410
+610
+11% +$31K 0.23% 68
2020
Q4 		$294K Buy
5,800
+100
+2% +$5.07K 0.23% 64
2020
Q3 		$289K Buy
+5,700
New +$289K 0.24% 63

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loudon Investment Management's FLOT Position: Q1 2026 in Review

Loudon Investment Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 3% in Q1 2026, buying an estimated $42K and bringing the position to 27,937 shares worth $1.42M. The position accounts for 0.77% of the portfolio, ranked #38.

Loudon Investment Management first reported a position in FLOT in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q3 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Loudon Investment Management held 27,937 shares of iShares Floating Rate Bond ETF worth $1.42M as of Q1 2026.
  • Loudon Investment Management bought 825 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $42K.
  • iShares Floating Rate Bond ETF made up 0.77% of Loudon Investment Management's portfolio in Q1 2026, its #38 holding.
  • Loudon Investment Management first reported a position in iShares Floating Rate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Loudon Investment Management's iShares Floating Rate Bond ETF position peaked at $1.65M in Q3 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.