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

Narus 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
Q2 		– Sell
-4,512
Closed -$230K – 181
2026
Q1 		$230K Buy
4,512
+300
+7% +$15.3K 0.06% 152
2025
Q4 		$214K Sell
4,212
-61
-1% -$3.11K 0.06% 155
2025
Q3 		$218K Buy
4,273
+207
+5% +$10.6K 0.06% 161
2025
Q2 		$207K Buy
+4,066
New +$207K 0.06% 155
2024
Q4 		– Sell
-7,053
Closed -$360K – 152
2024
Q3 		$360K Buy
7,053
+1,526
+28% +$77.7K 0.13% 105
2024
Q2 		$282K Sell
5,527
-246
-4% -$12.5K 0.11% 113
2024
Q1 		$295K Buy
+5,773
New +$294K 0.13% 111
2023
Q1 		– Sell
-5,828
Closed -$293K – 115
2022
Q4 		$293K Sell
5,828
-796
-12% -$40K 0.17% 83
2022
Q3 		$333K Sell
6,624
-900
-12% -$45.2K 0.21% 75
2022
Q2 		$376K Sell
7,524
-344
-4% -$17.3K 0.24% 70
2022
Q1 		$397K Buy
+7,868
New +$398K 0.22% 65
2021
Q1 		$201K Buy
+3,958
New +$201K 0.12% 106
2019
Q4 		– Sell
-13,310
Closed -$678K – 81
2019
Q3 		$678K Sell
13,310
-11,535
-46% -$587K 0.5% 18
2019
Q2 		$1.27M Buy
+24,845
New +$1.26M 0.98% 11
2017
Q3 		$1.74M Buy
34,155
+3,262
+11% +$166K 1.53% 5
2017
Q2 		$1.57M Buy
30,893
+1,115
+4% +$56.7K 1.46% 5
2017
Q1 		$1.51M Buy
29,778
+9,657
+48% +$491K 1.46% 5
2016
Q4 		$1.02M Buy
+20,121
New +$1.02M 1.08% 12

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

Narus Financial Partners's FLOT Position: Q2 2026 in Review

Narus Financial Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 4,512 shares — an estimated $230K sold.

Narus Financial Partners first reported a position in FLOT in Q4 2016 and held it in 18 quarters. The position peaked at $1.74M in Q3 2017. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Narus Financial Partners reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Narus Financial Partners sold 4,512 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $230K.
  • Narus Financial Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2016 and held it in 18 quarters.
  • Narus Financial Partners's iShares Floating Rate Bond ETF position peaked at $1.74M in Q3 2017.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.