Lowe Brockenbrough & Co
FLOT icon

Lowe Brockenbrough & Co’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Lowe Brockenbrough & Co’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
Q3 		$63.8K Buy
1,250
+415
+50% +$21.2K ﹤0.01% 320
2026
Q2 		$42.6K Buy
835
+247
+42% +$12.6K ﹤0.01% 305
2026
Q1 		$30K Hold
588
– – ﹤0.01% 305
2025
Q4 		$29.9K Hold
588
– – ﹤0.01% 309
2025
Q3 		$30K Buy
+588
New +$30K ﹤0.01% 312

Other funds holding FLOT

Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Lowe Brockenbrough & Co's FLOT Position: Q3 2026 in Review

Lowe Brockenbrough & Co increased its iShares Floating Rate Bond ETF (FLOT) stake by 50% in Q3 2026, buying an estimated $21.2K and bringing the position to 1,250 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Lowe Brockenbrough & Co first reported a position in FLOT in Q3 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Lowe Brockenbrough & Co held 1,250 shares of iShares Floating Rate Bond ETF worth $63.8K as of Q3 2026.
  • Lowe Brockenbrough & Co bought 415 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $21.2K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #320 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.