New Insight Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

New Insight Wealth Advisors’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	$275K	Sell	5,405 -3,021	-36%	-$154K	0.1%	96
2025 Q4	$429K	Sell	8,426 -5,244	-38%	-$267K	0.15%	78
2025 Q3	$698K	Buy	13,670 +933	+7%	+$47.6K	0.26%	60
2025 Q2	$650K	Buy	+12,737	New	+$647K	0.27%	56
2024 Q4	–	Sell	-8,043	Closed	-$411K	–	94
2024 Q3	$411K	Sell	8,043 -665	-8%	-$33.9K	0.22%	56
2024 Q2	$445K	Sell	8,708 -4,705	-35%	-$240K	0.26%	49
2024 Q1	$685K	Sell	13,413 -7,232	-35%	-$368K	0.43%	38
2023 Q4	$1.05M	Buy	+20,645	New	+$1.05M	0.7%	29

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

New Insight Wealth Advisors's FLOT Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 36% in Q1 2026, selling an estimated $154K and leaving 5,405 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #96.

New Insight Wealth Advisors first reported a position in FLOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2023. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

New Insight Wealth Advisors held 5,405 shares of iShares Floating Rate Bond ETF worth $275K as of Q1 2026.
New Insight Wealth Advisors sold 3,021 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $154K.
iShares Floating Rate Bond ETF made up 0.1% of New Insight Wealth Advisors's portfolio in Q1 2026, its #96 holding.
New Insight Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 8 quarters since.
New Insight Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $1.05M in Q4 2023.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.