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Rothschild Investment LLC’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Rothschild Investment LLC’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 		$18.3K Hold
358
– – ﹤0.01% 1579
2026
Q1 		$18.2K Hold
358
– – ﹤0.01% 1456
2025
Q4 		$18.2K Buy
358
+250
+231% +$12.7K ﹤0.01% 1359
2025
Q3 		$5.52K Hold
108
– – ﹤0.01% 1670
2025
Q2 		$5.51K Hold
108
– – ﹤0.01% 1469
2025
Q1 		$5.51K Hold
108
– – ﹤0.01% 1392
2024
Q4 		$5.5K Hold
108
– – ﹤0.01% 1313
2024
Q3 		$5.51K Hold
108
– – ﹤0.01% 1263
2024
Q2 		$5.52K Buy
+108
New +$5.51K ﹤0.01% 1192

Other funds holding FLOT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's FLOT Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 358 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Rothschild Investment LLC first reported a position in FLOT in Q2 2024 and has held it in 9 quarters since. 433 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Rothschild Investment LLC held 358 shares of iShares Floating Rate Bond ETF worth $18.3K as of Q2 2026.
  • Rothschild Investment LLC left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1579 holding.
  • Rothschild Investment LLC first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.