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Natural Investments’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Natural Investments’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 		$574K Hold
11,257
– – 0.13% 141
2026
Q1 		$573K Buy
11,257
+764
+7% +$38.9K 0.14% 142
2025
Q4 		$533K Buy
+10,493
New +$534K 0.13% 147
2025
Q3 		– Sell
-10,493
Closed -$535K – 257
2025
Q2 		$535K Buy
10,493
+5
+0% +$254 0.14% 135
2025
Q1 		$535K Buy
+10,488
New +$535K 0.15% 130

Other funds holding FLOT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natural Investments's FLOT Position: Q2 2026 in Review

Natural Investments held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 11,257 shares worth $574K. The position accounts for 0.13% of the portfolio, ranked #141.

Natural Investments first reported a position in FLOT in Q1 2025 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Natural Investments held 11,257 shares of iShares Floating Rate Bond ETF worth $574K as of Q2 2026.
  • Natural Investments left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.13% of Natural Investments's portfolio in Q2 2026, its #141 holding.
  • Natural Investments first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.