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Summit Financial’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Summit Financial’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 		$759K Buy
14,867
+4,407
+42% +$224K 0.01% 941
2026
Q1 		$533K Sell
10,460
-1,222
-10% -$62.2K 0.01% 972
2025
Q4 		$594K Sell
11,682
-1,613
-12% -$82.2K 0.01% 833
2025
Q3 		$679K Sell
13,295
-953
-7% -$48.6K 0.01% 776
2025
Q2 		$727K Buy
14,248
+216
+2% +$11K 0.02% 489
2025
Q1 		$716K Buy
14,032
+6,098
+77% +$311K 0.02% 437
2024
Q4 		$404K Buy
7,934
+146
+2% +$7.44K 0.01% 481
2024
Q3 		$398K Sell
7,788
-9,549
-55% -$486K 0.02% 412
2024
Q2 		$886K Sell
17,337
-7,972
-31% -$406K 0.04% 251
2024
Q1 		$1.29M Buy
25,309
+3,676
+17% +$187K 0.08% 154
2023
Q4 		$1.1M Sell
21,633
-14,795
-41% -$750K 0.07% 164
2023
Q3 		$1.85M Sell
36,428
-1,064
-3% -$54K 0.14% 98
2023
Q2 		$1.91M Buy
+37,492
New +$1.89M 0.14% 95

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

Summit Financial's FLOT Position: Q2 2026 in Review

Summit Financial increased its iShares Floating Rate Bond ETF (FLOT) stake by 42% in Q2 2026, buying an estimated $224K and bringing the position to 14,867 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #941.

Summit Financial first reported a position in FLOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.91M in Q2 2023. 688 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Summit Financial held 14,867 shares of iShares Floating Rate Bond ETF worth $759K as of Q2 2026.
  • Summit Financial bought 4,407 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $224K.
  • iShares Floating Rate Bond ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #941 holding.
  • Summit Financial first reported a position in iShares Floating Rate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Summit Financial's iShares Floating Rate Bond ETF position peaked at $1.91M in Q2 2023.
  • 688 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.