Midwest Trust’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Midwest Trust’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	$227K	Buy	+4,445	New	+$227K	﹤0.01%	597

Other funds holding FLOT

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Midwest Trust's FLOT Position: Q3 2026 in Review

Midwest Trust opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2026: 4,445 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings.

393 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

Midwest Trust held 4,445 shares of iShares Floating Rate Bond ETF worth $227K as of Q3 2026.
iShares Floating Rate Bond ETF was a new Midwest Trust position in Q3 2026.
iShares Floating Rate Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #597 holding.
393 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.