Plotkin Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Plotkin Financial Advisors’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	$349K	Hold	6,855	–	–	0.18%	71
2025 Q4	$349K	Buy	6,855 +1,055	+18%	+$53.7K	0.17%	73
2025 Q3	$296K	Buy	+5,800	New	+$296K	0.15%	77
2021 Q3	–	Sell	-5,930	Closed	-$301K	–	96
2021 Q2	$301K	Buy	5,930 +1,500	+34%	+$76.2K	0.17%	75
2021 Q1	$225K	Sell	4,430 -1,310	-23%	-$66.6K	0.14%	69
2020 Q4	$291K	Buy	5,740 +1,600	+39%	+$81.1K	0.19%	52
2020 Q3	$210K	Buy	+4,140	New	+$210K	0.23%	59
2020 Q1	–	Sell	-16,183	Closed	-$824K	–	58
2019 Q4	$824K	Buy	+16,183	New	+$824K	0.77%	29

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

Plotkin Financial Advisors's FLOT Position: Q1 2026 in Review

Plotkin Financial Advisors held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2026 at 6,855 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #71.

Plotkin Financial Advisors first reported a position in FLOT in Q4 2019 and has held it in 8 quarters since. The position peaked at $824K in Q4 2019. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Plotkin Financial Advisors held 6,855 shares of iShares Floating Rate Bond ETF worth $349K as of Q1 2026.
Plotkin Financial Advisors left its iShares Floating Rate Bond ETF share count unchanged in Q1 2026.
iShares Floating Rate Bond ETF made up 0.18% of Plotkin Financial Advisors's portfolio in Q1 2026, its #71 holding.
Plotkin Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 8 quarters since.
Plotkin Financial Advisors's iShares Floating Rate Bond ETF position peaked at $824K in Q4 2019.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.