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Park Square Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Park Square Financial Group’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 		$3.21K Sell
63
-209
-77% -$10.6K 0.02% 189
2025
Q4 		$13.8K Buy
272
+90
+49% +$4.58K 0.08% 121
2025
Q3 		$9.3K Sell
182
-78
-30% -$3.98K 0.04% 169
2025
Q2 		$13.3K Sell
260
-39
-13% -$1.98K 0.01% 542
2025
Q1 		$15.3K Sell
299
-150
-33% -$7.65K 0.01% 498
2024
Q4 		$22.8K Buy
+449
New +$22.9K 0.02% 400

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Park Square Financial Group's FLOT Position: Q1 2026 in Review

Park Square Financial Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 77% in Q1 2026, selling an estimated $10.6K and leaving 63 shares worth $3.21K. The position accounts for 0.02% of the portfolio, ranked #189.

Park Square Financial Group first reported a position in FLOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.8K in Q4 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Park Square Financial Group held 63 shares of iShares Floating Rate Bond ETF worth $3.21K as of Q1 2026.
  • Park Square Financial Group sold 209 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $10.6K.
  • iShares Floating Rate Bond ETF made up 0.02% of Park Square Financial Group's portfolio in Q1 2026, its #189 holding.
  • Park Square Financial Group first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's iShares Floating Rate Bond ETF position peaked at $22.8K in Q4 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.