PCS
FLOT icon

Private Client Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Private Client Services’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 		$655K Buy
12,832
+1,236
+11% +$63K 0.17% 111
2026
Q1 		$591K Buy
11,596
+260
+2% +$13.2K 0.18% 103
2025
Q4 		$577K Buy
11,336
+440
+4% +$22.4K 0.18% 92
2025
Q3 		$557K Buy
10,896
+1,597
+17% +$81.4K 0.19% 97
2025
Q2 		$474K Buy
9,299
+2,168
+30% +$110K 0.18% 114
2025
Q1 		$364K Buy
7,131
+469
+7% +$23.9K 0.18% 110
2024
Q4 		$339K Buy
6,662
+2,329
+54% +$119K 0.18% 112
2024
Q3 		$221K Buy
+4,333
New +$221K 0.12% 157

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

Private Client Services's FLOT Position: Q2 2026 in Review

Private Client Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 11% in Q2 2026, buying an estimated $63K and bringing the position to 12,832 shares worth $655K. The position accounts for 0.17% of the portfolio, ranked #111.

Private Client Services first reported a position in FLOT in Q3 2024 and has held it in 8 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Private Client Services held 12,832 shares of iShares Floating Rate Bond ETF worth $655K as of Q2 2026.
  • Private Client Services bought 1,236 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $63K.
  • iShares Floating Rate Bond ETF made up 0.17% of Private Client Services's portfolio in Q2 2026, its #111 holding.
  • Private Client Services first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.