Sunbelt Securities’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Sunbelt Securities’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	$4.99K	Hold	98	–	–	﹤0.01%	1683
2025 Q4	$4.98K	Hold	98	–	–	﹤0.01%	1649
2025 Q3	$5.01K	Hold	98	–	–	﹤0.01%	1633
2025 Q2	$4.99K	Hold	98	–	–	﹤0.01%	1444
2025 Q1	$5K	Hold	98	–	–	﹤0.01%	1416
2024 Q4	$4.99K	Hold	98	–	–	﹤0.01%	1446
2024 Q3	$5K	Hold	98	–	–	﹤0.01%	1438
2024 Q2	$5.01K	Hold	98	–	–	﹤0.01%	1396
2024 Q1	$5K	Hold	98	–	–	﹤0.01%	1366
2023 Q4	$4.96K	Hold	98	–	–	﹤0.01%	1312
2023 Q3	$4.99K	Hold	98	–	–	﹤0.01%	1310
2023 Q2	$4.98K	Hold	98	–	–	﹤0.01%	1323
2023 Q1	$4.94K	Buy	+98	New	+$4.95K	﹤0.01%	1300

Other funds holding FLOT

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 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

Sunbelt Securities's FLOT Position: Q1 2026 in Review

Sunbelt Securities held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2026 at 98 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Sunbelt Securities first reported a position in FLOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.01K in Q2 2024. 661 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Sunbelt Securities held 98 shares of iShares Floating Rate Bond ETF worth $4.99K as of Q1 2026.
Sunbelt Securities left its iShares Floating Rate Bond ETF share count unchanged in Q1 2026.
iShares Floating Rate Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1683 holding.
Sunbelt Securities first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares Floating Rate Bond ETF position peaked at $5.01K in Q2 2024.
661 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.