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

Richardson 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 Q1	–	Sell	-7	Closed	-$356	–	627
2025 Q4	$356	Buy	7 +1	+17%	+$51	﹤0.01%	593
2025 Q3	$307	Sell	6 -9	-60%	-$459	﹤0.01%	505
2025 Q2	$762	Sell	15 -7	-32%	-$356	﹤0.01%	554
2025 Q1	$1.12K	Sell	22 -3	-12%	-$153	﹤0.01%	505
2024 Q4	$1.27K	Sell	25 -62	-71%	-$3.16K	﹤0.01%	505
2024 Q3	$4.45K	Hold	87	–	–	﹤0.01%	461
2024 Q2	$4.45K	Sell	87 -36	-29%	-$1.83K	﹤0.01%	446
2024 Q1	$6.26K	Buy	123 +12	+11%	+$611	﹤0.01%	455
2023 Q4	$5.62K	Buy	+111	New	+$5.63K	﹤0.01%	355

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

Richardson Financial Services's FLOT Position: Q1 2026 in Review

Richardson Financial Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 7 shares — an estimated $356 sold.

Richardson Financial Services first reported a position in FLOT in Q4 2023 and held it in 9 quarters. The position peaked at $6.26K in Q1 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Richardson Financial Services reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
Richardson Financial Services sold 7 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $356.
Richardson Financial Services first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and held it in 9 quarters.
Richardson Financial Services's iShares Floating Rate Bond ETF position peaked at $6.26K in Q1 2024.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.