PS
FLOT icon

Planning Strategies’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Planning Strategies’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 		$12K Buy
+236
New +$12K 0.01% 303

Other funds holding FLOT

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 $6.37B AUM 22.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Planning Strategies's FLOT Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 236 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

660 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Planning Strategies held 236 shares of iShares Floating Rate Bond ETF worth $12K as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Planning Strategies position in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #303 holding.
  • 660 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.