Stelac Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Stelac Advisory 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	$662K	Hold	12,973	–	–	0.12%	86
2026 Q1	$661K	Hold	12,973	–	–	0.13%	85
2025 Q4	$660K	Sell	12,973 -3,450	-21%	-$176K	0.23%	52
2025 Q3	$839K	Buy	16,423 +7,424	+82%	+$378K	0.29%	50
2025 Q2	$459K	Sell	8,999 -1,964	-18%	-$99.8K	0.17%	58
2025 Q1	$560K	Sell	10,963 -1,950	-15%	-$99.4K	0.23%	58
2024 Q4	$657K	Sell	12,913 -3,975	-24%	-$202K	0.26%	53
2024 Q3	$862K	Sell	16,888 -991	-6%	-$50.5K	0.35%	48
2024 Q2	$913K	Sell	17,879 -293	-2%	-$14.9K	0.38%	47
2024 Q1	$928K	Sell	18,172 -1,680	-8%	-$85.5K	0.44%	39
2023 Q4	$1M	Buy	19,852 +1,057	+6%	+$53.6K	0.54%	40
2023 Q3	$956K	Buy	18,795 +5,936	+46%	+$301K	0.52%	44
2023 Q2	$653K	Hold	12,859	–	–	0.29%	66
2023 Q1	$648K	Sell	12,859 -23,193	-64%	-$1.17M	0.28%	60
2022 Q4	$1.81M	Sell	36,052 -7,975	-18%	-$400K	0.82%	33
2022 Q3	$2.21M	Sell	44,027 -592	-1%	-$29.7K	1.01%	32
2022 Q2	$2.23M	Sell	44,619 -3,790	-8%	-$191K	0.9%	34
2022 Q1	$2.45M	Buy	48,409 +13,832	+40%	+$700K	0.88%	30
2021 Q4	$1.75M	Buy	34,577 +2,851	+9%	+$145K	0.48%	42
2021 Q3	$1.61M	Buy	31,726 +2,069	+7%	+$105K	0.43%	42
2021 Q2	$1.51M	Buy	+29,657	New	+$1.51M	0.34%	57
2021 Q1	–	Sell	-5,781	Closed	-$293K	–	245
2020 Q4	$293K	Buy	5,781 +1,293	+29%	+$65.6K	0.08%	146
2020 Q3	$228K	Sell	4,488 -1,012	-18%	-$51.3K	0.08%	125
2020 Q2	$278K	Hold	5,500	–	–	0.11%	91
2020 Q1	$268K	Buy	+5,500	New	+$275K	0.13%	68

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stelac Advisory Services's FLOT Position: Q2 2026 in Review

Stelac Advisory Services held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 12,973 shares worth $662K. The position accounts for 0.12% of the portfolio, ranked #86.

Stelac Advisory Services first reported a position in FLOT in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.45M in Q1 2022. 688 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Stelac Advisory Services held 12,973 shares of iShares Floating Rate Bond ETF worth $662K as of Q2 2026.
Stelac Advisory Services left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Floating Rate Bond ETF made up 0.12% of Stelac Advisory Services's portfolio in Q2 2026, its #86 holding.
Stelac Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q1 2020 and has held it in 25 quarters since.
Stelac Advisory Services's iShares Floating Rate Bond ETF position peaked at $2.45M in Q1 2022.
688 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.