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Meridian Financial Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Meridian Financial 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
Q1 		– Sell
-15,539
Closed -$792K – 123
2025
Q4 		$792K Buy
+15,539
New +$791K 0.31% 60

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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

Meridian Financial Partners's FLOT Position: Q1 2026 in Review

Meridian Financial Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 15,539 shares — an estimated $792K sold.

Meridian Financial Partners first reported a position in FLOT in Q4 2025 and held it in 1 quarter. The position peaked at $792K in Q4 2025. 661 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Meridian Financial Partners reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Meridian Financial Partners sold 15,539 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $792K.
  • Meridian Financial Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Meridian Financial Partners's iShares Floating Rate Bond ETF position peaked at $792K in Q4 2025.
  • 661 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Meridian Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.