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Monetary Solutions’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Monetary Solutions’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 		$7.79M Buy
152,580
+11,604
+8% +$591K 6.71% 4
2026
Q1 		$7.18M Sell
140,976
-995
-0.7% -$50.7K 6.94% 4
2025
Q4 		$7.22M Buy
+141,971
New +$7.23M 7.11% 4

Other funds holding FLOT

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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Monetary Solutions's FLOT Position: Q2 2026 in Review

Monetary Solutions increased its iShares Floating Rate Bond ETF (FLOT) stake by 8.2% in Q2 2026, buying an estimated $591K and bringing the position to 152,580 shares worth $7.79M. The position accounts for 6.71% of the portfolio, ranked #4.

Monetary Solutions first reported a position in FLOT in Q4 2025 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Monetary Solutions held 152,580 shares of iShares Floating Rate Bond ETF worth $7.79M as of Q2 2026.
  • Monetary Solutions bought 11,604 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $591K.
  • iShares Floating Rate Bond ETF made up 6.71% of Monetary Solutions's portfolio in Q2 2026, its #4 holding.
  • Monetary Solutions first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.