NFP Retirement Inc’s iShares Floating Rate Bond ETF FLOT Stock Holding History

NFP Retirement Inc’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	$3.27M	Buy	64,068 +1,903	+3%	+$96.9K	0.18%	80
2026 Q1	$3.17M	Buy	62,165 +4,731	+8%	+$241K	0.19%	79
2025 Q4	$2.92M	Buy	57,434 +7,094	+14%	+$361K	0.18%	78
2025 Q3	$2.57M	Buy	50,340 +17,413	+53%	+$888K	0.16%	81
2025 Q2	$1.68M	Buy	+32,927	New	+$1.67M	0.11%	104
2025 Q1	–	Sell	-4,391	Closed	-$223K	–	284
2024 Q4	$223K	Buy	+4,391	New	+$224K	0.02%	269
2023 Q1	–	Sell	-10,328	Closed	-$520K	–	246
2022 Q4	$520K	Sell	10,328 -642	-6%	-$32.2K	0.11%	142
2022 Q3	$551K	Buy	10,970 +1	+0%	+$50	0.14%	129
2022 Q2	$548K	Buy	+10,969	New	+$552K	0.14%	126

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NFP Retirement Inc's FLOT Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares Floating Rate Bond ETF (FLOT) stake by 3.1% in Q2 2026, buying an estimated $96.9K and bringing the position to 64,068 shares worth $3.27M. The position accounts for 0.18% of the portfolio, ranked #80.

NFP Retirement Inc first reported a position in FLOT in Q2 2022 and has held it in 9 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

NFP Retirement Inc held 64,068 shares of iShares Floating Rate Bond ETF worth $3.27M as of Q2 2026.
NFP Retirement Inc bought 1,903 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $96.9K.
iShares Floating Rate Bond ETF made up 0.18% of NFP Retirement Inc's portfolio in Q2 2026, its #80 holding.
NFP Retirement Inc first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 9 quarters since.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.