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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
Q2 		$339K Buy
6,709
+2
+0% +$102 ﹤0.01% 2057
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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

&Partners's FLOT Position: Q2 2026 in Review

&Partners increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.03% in Q2 2026, buying an estimated $102 and bringing the position to 6,709 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

&Partners first reported a position in FLOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $716K in Q2 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • &Partners held 6,709 shares of iShares Floating Rate Bond ETF worth $339K as of Q2 2026.
  • &Partners bought 2 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $102.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2057 holding.
  • &Partners first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • &Partners's iShares Floating Rate Bond ETF position peaked at $716K in Q2 2025.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.