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&Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

&Partners’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 		$342K Sell
6,707
-4,038
-38% -$206K ﹤0.01% 1905
2025
Q4 		$546K Buy
10,745
+679
+7% +$34.6K ﹤0.01% 1560
2025
Q3 		$514K Sell
10,066
-3,968
-28% -$202K ﹤0.01% 1424
2025
Q2 		$716K Buy
+14,034
New +$713K 0.01% 1158

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

&Partners's FLOT Position: Q1 2026 in Review

&Partners reduced its iShares Floating Rate Bond ETF (FLOT) stake by 38% in Q1 2026, selling an estimated $206K and leaving 6,707 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

&Partners first reported a position in FLOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $716K in Q2 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • &Partners held 6,707 shares of iShares Floating Rate Bond ETF worth $342K as of Q1 2026.
  • &Partners sold 4,038 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $206K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1905 holding.
  • &Partners first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • &Partners's iShares Floating Rate Bond ETF position peaked at $716K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.