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 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 $1.37T 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

NFP Retirement Inc's FLOT Position: Q1 2026 in Review

NFP Retirement Inc increased its iShares Floating Rate Bond ETF (FLOT) stake by 8.2% in Q1 2026, buying an estimated $241K and bringing the position to 62,165 shares worth $3.17M. The position accounts for 0.19% of the portfolio, ranked #79.

NFP Retirement Inc first reported a position in FLOT in Q2 2022 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

NFP Retirement Inc held 62,165 shares of iShares Floating Rate Bond ETF worth $3.17M as of Q1 2026.
NFP Retirement Inc bought 4,731 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $241K.
iShares Floating Rate Bond ETF made up 0.19% of NFP Retirement Inc's portfolio in Q1 2026, its #79 holding.
NFP Retirement Inc first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 8 quarters since.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.