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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
Q2 		$622K Sell
12,186
-76
-0.6% -$3.87K 0.01% 984
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 $1.55T 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

Principal Securities's FLOT Position: Q2 2026 in Review

Principal Securities reduced its iShares Floating Rate Bond ETF (FLOT) stake by 0.62% in Q2 2026, selling an estimated $3.87K and leaving 12,186 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #984.

Principal Securities first reported a position in FLOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $625K in Q1 2026. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Principal Securities held 12,186 shares of iShares Floating Rate Bond ETF worth $622K as of Q2 2026.
  • Principal Securities sold 76 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $3.87K.
  • iShares Floating Rate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #984 holding.
  • Principal Securities first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares Floating Rate Bond ETF position peaked at $625K in Q1 2026.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.