PFS
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Prospera Financial Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Prospera Financial 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 		$838K Sell
16,405
-182
-1% -$9.27K 0.01% 845
2026
Q1 		$845K Buy
16,587
+1,892
+13% +$96.4K 0.01% 785
2025
Q4 		$747K Sell
14,695
-521
-3% -$26.5K 0.01% 790
2025
Q3 		$777K Sell
15,216
-3
-0% -$153 0.01% 777
2025
Q2 		$777K Sell
15,219
-465
-3% -$23.6K 0.01% 745
2025
Q1 		$801K Buy
15,684
+346
+2% +$17.6K 0.02% 624
2024
Q4 		$781K Sell
15,338
-241
-2% -$12.3K 0.02% 613
2024
Q3 		$795K Buy
15,579
+10,905
+233% +$555K 0.02% 571
2024
Q2 		$239K Sell
4,674
-419
-8% -$21.4K 0.01% 1007
2024
Q1 		$260K Sell
5,093
-360
-7% -$18.3K 0.01% 950
2023
Q4 		$276K Buy
5,453
+585
+12% +$29.7K 0.01% 884
2023
Q3 		$248K Buy
4,868
+587
+14% +$29.8K 0.01% 878
2023
Q2 		$218K Sell
4,281
-783
-15% -$39.6K 0.01% 926
2023
Q1 		$255K Sell
5,064
-109
-2% -$5.5K 0.01% 831
2022
Q4 		$260K Sell
5,173
-2,288
-31% -$115K 0.01% 757
2022
Q3 		$375K Buy
7,461
+1,325
+22% +$66.5K 0.02% 598
2022
Q2 		$306K Sell
6,136
-3,453
-36% -$174K 0.02% 624
2022
Q1 		$485K Sell
9,589
-15,293
-61% -$774K 0.02% 604
2021
Q4 		$1.26M Buy
+24,882
New +$1.26M 0.05% 352
2020
Q4 		– Sell
-2,550
Closed -$129K – 974
2020
Q3 		$129K Buy
+2,550
New +$129K 0.05% 344
2020
Q1 		– Sell
-4,286
Closed -$218K – 556
2019
Q4 		$218K Buy
4,286
+28
+0.7% +$1.43K 0.02% 548
2019
Q3 		$217K Buy
+4,258
New +$217K 0.02% 503
2018
Q4 		– Sell
-21,905
Closed -$1.12M – 412
2018
Q3 		$1.12M Hold
21,905
– – 0.21% 115
2018
Q2 		$1.12M Buy
21,905
+5,000
+30% +$255K 0.15% 126
2018
Q1 		$861K Buy
+16,905
New +$861K 0.12% 161

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

Prospera Financial Services's FLOT Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Floating Rate Bond ETF (FLOT) stake by 1.1% in Q2 2026, selling an estimated $9.27K and leaving 16,405 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #845.

Prospera Financial Services first reported a position in FLOT in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.26M in Q4 2021. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Prospera Financial Services held 16,405 shares of iShares Floating Rate Bond ETF worth $838K as of Q2 2026.
  • Prospera Financial Services sold 182 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $9.27K.
  • iShares Floating Rate Bond ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #845 holding.
  • Prospera Financial Services first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and has held it in 25 quarters since.
  • Prospera Financial Services's iShares Floating Rate Bond ETF position peaked at $1.26M in Q4 2021.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.