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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
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

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

Lowe Brockenbrough & Co's FLOT Position: Q2 2026 in Review

Lowe Brockenbrough & Co increased its iShares Floating Rate Bond ETF (FLOT) stake by 42% in Q2 2026, buying an estimated $12.6K and bringing the position to 835 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Lowe Brockenbrough & Co first reported a position in FLOT in Q3 2025 and has held it in 4 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Lowe Brockenbrough & Co held 835 shares of iShares Floating Rate Bond ETF worth $42.6K as of Q2 2026.
  • Lowe Brockenbrough & Co bought 247 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $12.6K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #305 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.