NYLIM
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New York Life Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

New York Life Investment Management’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 		$202M Buy
3,955,418
+909,626
+30% +$46.3M 1.41% 13
2026
Q1 		$155M Sell
3,045,792
-87,684
-3% -$4.47M 1.31% 16
2025
Q4 		$159M Buy
3,133,476
+55,725
+2% +$2.84M 1.37% 16
2025
Q3 		$157M Buy
3,077,751
+607,046
+25% +$30.9M 1.38% 15
2025
Q2 		$126M Sell
2,470,705
-463,768
-16% -$23.6M 1.18% 14
2025
Q1 		$150M Sell
2,934,473
-120,656
-4% -$6.15M 1.53% 10
2024
Q4 		$155M Buy
3,055,129
+347,836
+13% +$17.7M 1.52% 12
2024
Q3 		$138M Buy
2,707,293
+134,065
+5% +$6.83M 1.34% 12
2024
Q2 		$131M Sell
2,573,228
-212,113
-8% -$10.8M 1.32% 13
2024
Q1 		$142M Sell
2,785,341
-346,865
-11% -$17.6M 1.42% 11
2023
Q4 		$159M Sell
3,132,206
-31,819
-1% -$1.61M 1.62% 10
2023
Q3 		$161M Sell
3,164,025
-134,547
-4% -$6.83M 1.74% 11
2023
Q2 		$168M Buy
3,298,572
+2,681,989
+435% +$136M 1.74% 9
2023
Q1 		$31.1M Buy
616,583
+42,048
+7% +$2.12M 0.35% 51
2022
Q4 		$28.9M Sell
574,535
-74,648
-11% -$3.75M 0.33% 56
2022
Q3 		$32.6M Sell
649,183
-140,367
-18% -$7.05M 0.39% 47
2022
Q2 		$39.4M Buy
+789,550
New +$39.8M 0.46% 37

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

New York Life Investment Management's FLOT Position: Q2 2026 in Review

New York Life Investment Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 30% in Q2 2026, buying an estimated $46.3M and bringing the position to 3,955,418 shares worth $202M. The position accounts for 1.41% of the portfolio, ranked #13.

New York Life Investment Management first reported a position in FLOT in Q2 2022 and has held it in 17 quarters since. 468 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • New York Life Investment Management held 3,955,418 shares of iShares Floating Rate Bond ETF worth $202M as of Q2 2026.
  • New York Life Investment Management bought 909,626 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $46.3M.
  • iShares Floating Rate Bond ETF made up 1.41% of New York Life Investment Management's portfolio in Q2 2026, its #13 holding.
  • New York Life Investment Management first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.