SAFS
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S&A Financial Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

S&A 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 		$264K Buy
5,174
+51
+1% +$2.6K 0.16% 79
2026
Q1 		$261K Buy
+5,123
New +$261K 0.18% 74

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

S&A Financial Services's FLOT Position: Q2 2026 in Review

S&A Financial Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 1% in Q2 2026, buying an estimated $2.6K and bringing the position to 5,174 shares worth $264K. The position accounts for 0.16% of the portfolio, ranked #79.

S&A Financial Services first reported a position in FLOT in Q1 2026 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • S&A Financial Services held 5,174 shares of iShares Floating Rate Bond ETF worth $264K as of Q2 2026.
  • S&A Financial Services bought 51 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $2.6K.
  • iShares Floating Rate Bond ETF made up 0.16% of S&A Financial Services's portfolio in Q2 2026, its #79 holding.
  • S&A Financial Services first reported a position in iShares Floating Rate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.