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

Strategic Wealth Partners’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 		$79K Sell
1,551
-149
-9% -$7.59K 0.01% 431
2025
Q4 		$86.5K Buy
1,700
+22
+1% +$1.12K 0.01% 428
2025
Q3 		$85.7K Buy
1,678
+193
+13% +$9.84K 0.01% 463
2025
Q2 		$75.8K Buy
+1,485
New +$75.4K 0.01% 431
2023
Q1 		– Sell
-4,089
Closed -$206K – 264
2022
Q4 		$206K Hold
4,089
– – 0.04% 249
2022
Q3 		$206K Hold
4,089
– – 0.04% 257
2022
Q2 		$204K Sell
4,089
-2,888
-41% -$145K 0.04% 232
2022
Q1 		$352K Sell
6,977
-970
-12% -$49.1K 0.07% 199
2021
Q4 		$403K Buy
7,947
+3,858
+94% +$196K 0.08% 214
2021
Q3 		$208K Sell
4,089
-1,036
-20% -$52.6K 0.06% 225
2021
Q2 		$260K Sell
5,125
-374
-7% -$19K 0.08% 199
2021
Q1 		$279K Sell
5,499
-25
-0.5% -$1.27K 0.11% 171
2020
Q4 		$280K Hold
5,524
– – 0.12% 151
2020
Q3 		$280K Sell
5,524
-2,305
-29% -$117K 0.14% 128
2020
Q2 		$396K Sell
7,829
-49,804
-86% -$2.49M 0.2% 106
2020
Q1 		$2.94M Hold
57,633
– – 1.53% 12
2019
Q4 		$2.94M Sell
57,633
-12,795
-18% -$652K 1.53% 12
2019
Q3 		$130K Sell
70,428
-3,531
-5% -$180K 0.67% 43
2019
Q2 		$3.77M Buy
73,959
+11,839
+19% +$602K 1.82% 11
2019
Q1 		$3.16M Buy
62,120
+28,024
+82% +$1.42M 1.45% 15
2018
Q4 		$1.74M Sell
34,096
-49,876
-59% -$2.53M 0.88% 22
2018
Q3 		$4.28M Sell
83,972
-82,696
-50% -$4.22M 2.28% 6
2018
Q2 		$8.5M Buy
166,668
+74,038
+80% +$3.77M 4.92% 2
2018
Q1 		$4.72M Buy
92,630
+31,270
+51% +$1.59M 2.43% 3
2017
Q4 		$3.12M Buy
+61,360
New +$3.12M 1.73% 8

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Strategic Wealth Partners's FLOT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares Floating Rate Bond ETF (FLOT) stake by 8.8% in Q1 2026, selling an estimated $7.59K and leaving 1,551 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #431.

Strategic Wealth Partners first reported a position in FLOT in Q4 2017 and has held it in 25 quarters since. The position peaked at $8.5M in Q2 2018. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Strategic Wealth Partners held 1,551 shares of iShares Floating Rate Bond ETF worth $79K as of Q1 2026.
  • Strategic Wealth Partners sold 149 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $7.59K.
  • iShares Floating Rate Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #431 holding.
  • Strategic Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and has held it in 25 quarters since.
  • Strategic Wealth Partners's iShares Floating Rate Bond ETF position peaked at $8.5M in Q2 2018.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.