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Principal Securities’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Principal Securities’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 		$625K Buy
12,262
+6,039
+97% +$308K 0.01% 890
2025
Q4 		$317K Buy
6,223
+51
+0.8% +$2.6K ﹤0.01% 1125
2025
Q3 		$315K Buy
6,172
+2,872
+87% +$146K 0.01% 1101
2025
Q2 		$168K Buy
3,300
+563
+21% +$28.6K ﹤0.01% 1306
2025
Q1 		$139K Hold
2,737
– – ﹤0.01% 1285
2024
Q4 		$139K Sell
2,737
-1,452
-35% -$73.9K ﹤0.01% 1283
2024
Q3 		$214K Sell
4,189
-1,546
-27% -$78.8K 0.01% 1078
2024
Q2 		$293K Sell
5,735
-578
-9% -$29.5K 0.01% 896
2024
Q1 		$322K Buy
6,313
+3,479
+123% +$177K 0.01% 835
2023
Q4 		$143K Buy
+2,834
New +$144K 0.01% 1049

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

Principal Securities's FLOT Position: Q1 2026 in Review

Principal Securities increased its iShares Floating Rate Bond ETF (FLOT) stake by 97% in Q1 2026, buying an estimated $308K and bringing the position to 12,262 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #890.

Principal Securities first reported a position in FLOT in Q4 2023 and has held it in 10 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Principal Securities held 12,262 shares of iShares Floating Rate Bond ETF worth $625K as of Q1 2026.
  • Principal Securities bought 6,039 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $308K.
  • iShares Floating Rate Bond ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #890 holding.
  • Principal Securities first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.