SW
FLOT icon

SteelPeak Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

SteelPeak Wealth’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 		$1.53M Buy
30,059
+9,533
+46% +$486K 0.04% 262
2026
Q1 		$1.05M Buy
20,526
+5,959
+41% +$303K 0.03% 282
2025
Q4 		$741K Buy
14,567
+148
+1% +$7.54K 0.02% 307
2025
Q3 		$737K Buy
14,419
+6,863
+91% +$350K 0.02% 341
2025
Q2 		$386K Sell
7,556
-446
-6% -$22.7K 0.01% 387
2025
Q1 		$409K Buy
8,002
+1,480
+23% +$75.5K 0.02% 376
2024
Q4 		$332K Buy
6,522
+140
+2% +$7.13K 0.01% 396
2024
Q3 		$326K Buy
6,382
+715
+13% +$36.4K 0.01% 380
2024
Q2 		$290K Sell
5,667
-418
-7% -$21.3K 0.01% 390
2024
Q1 		$311K Buy
6,085
+993
+20% +$50.5K 0.02% 360
2023
Q4 		$258K Sell
5,092
-7,893
-61% -$400K 0.01% 355
2023
Q3 		$661K Buy
12,985
+4,717
+57% +$239K 0.04% 219
2023
Q2 		$420K Buy
8,268
+1,016
+14% +$51.3K 0.02% 267
2023
Q1 		$365K Sell
7,252
-637
-8% -$32.1K 0.02% 279
2022
Q4 		$397K Sell
7,889
-3,221
-29% -$162K 0.03% 275
2022
Q3 		$558K Sell
11,110
-2,283
-17% -$115K 0.04% 228
2022
Q2 		$669K Sell
13,393
-2,650
-17% -$133K 0.05% 215
2022
Q1 		$810K Buy
16,043
+8,505
+113% +$431K 0.05% 208
2021
Q4 		$382K Buy
7,538
+640
+9% +$32.5K 0.02% 298
2021
Q3 		$351K Sell
6,898
-1,096
-14% -$55.7K 0.02% 303
2021
Q2 		$406K Sell
7,994
-13,621
-63% -$692K 0.03% 288
2021
Q1 		$1.1M Sell
21,615
-936
-4% -$47.6K 0.09% 149
2020
Q4 		$1.14M Sell
22,551
-2,411
-10% -$122K 0.1% 145
2020
Q3 		$1.27M Sell
24,962
-868
-3% -$44K 0.14% 111
2020
Q2 		$1.31M Sell
25,830
-43,543
-63% -$2.18M 0.16% 99
2020
Q1 		$3.38M Sell
69,373
-14,997
-18% -$750K 0.53% 55
2019
Q4 		$4.3M Buy
+84,370
New +$4.3M 0.59% 48

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

SteelPeak Wealth's FLOT Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Floating Rate Bond ETF (FLOT) stake by 46% in Q2 2026, buying an estimated $486K and bringing the position to 30,059 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #262.

SteelPeak Wealth first reported a position in FLOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.3M in Q4 2019. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • SteelPeak Wealth held 30,059 shares of iShares Floating Rate Bond ETF worth $1.53M as of Q2 2026.
  • SteelPeak Wealth bought 9,533 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $486K.
  • iShares Floating Rate Bond ETF made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #262 holding.
  • SteelPeak Wealth first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's iShares Floating Rate Bond ETF position peaked at $4.3M in Q4 2019.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.