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

SYM Financial Corp’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 		– Sell
-725
Closed -$36.9K – 432
2025
Q4 		$36.9K Hold
725
– – ﹤0.01% 369
2025
Q3 		$37K Hold
725
– – ﹤0.01% 368
2025
Q2 		$37K Buy
+725
New +$36.8K ﹤0.01% 368

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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

SYM Financial Corp's FLOT Position: Q1 2026 in Review

SYM Financial Corp sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 725 shares — an estimated $36.9K sold.

SYM Financial Corp first reported a position in FLOT in Q2 2025 and held it in 3 quarters. The position peaked at $37K in Q3 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • SYM Financial Corp reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SYM Financial Corp sold 725 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $36.9K.
  • SYM Financial Corp first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and held it in 3 quarters.
  • SYM Financial Corp's iShares Floating Rate Bond ETF position peaked at $37K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.