Towercrest Capital Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27.4M Sell
537,209
-25,689
-5% -$1.31M 4.26% 6
2025
Q4
$28.6M Buy
562,898
+5,183
+0.9% +$264K 4.51% 5
2025
Q3
$28.5M Buy
557,715
+52,953
+10% +$2.7M 4.57% 5
2025
Q2
$25.8M Sell
504,762
-23,454
-4% -$1.19M 4.6% 5
2025
Q1
$27M Sell
528,216
-126,957
-19% -$6.47M 5.12% 4
2024
Q4
$33.3M Buy
655,173
+21,788
+3% +$1.11M 5.39% 4
2024
Q3
$32.3M Sell
633,385
-21,363
-3% -$1.09M 5.21% 4
2024
Q2
$33.5M Buy
654,748
+31,650
+5% +$1.61M 5.51% 3
2024
Q1
$31.8M Buy
623,098
+35,556
+6% +$1.81M 5.37% 3
2023
Q4
$29.7M Buy
587,542
+34,075
+6% +$1.73M 5.32% 3
2023
Q3
$28.2M Buy
553,467
+17,389
+3% +$882K 5.48% 3
2023
Q2
$27.2M Buy
536,078
+83,889
+19% +$4.24M 5.07% 3
2023
Q1
$22.8M Buy
452,189
+62,528
+16% +$3.16M 4.74% 5
2022
Q4
$19.6M Buy
389,661
+7,612
+2% +$382K 4.34% 6
2022
Q3
$19.2M Buy
382,049
+30,644
+9% +$1.54M 4.49% 6
2022
Q2
$17.5M Buy
351,405
+20,744
+6% +$1.04M 3.93% 6
2022
Q1
$16.7M Sell
330,661
-35,605
-10% -$1.8M 3.26% 7
2021
Q4
$18.6M Sell
366,266
-1,349
-0.4% -$68.4K 3.4% 6
2021
Q3
$18.7M Buy
367,615
+2,715
+0.7% +$138K 3.54% 6
2021
Q2
$18.5M Buy
364,900
+27,872
+8% +$1.42M 3.59% 6
2021
Q1
$17.1M Sell
337,028
-11,643
-3% -$591K 3.66% 6
2020
Q4
$17.7M Buy
348,671
+26,597
+8% +$1.35M 3.97% 6
2020
Q3
$16.3M Buy
322,074
+19,051
+6% +$965K 4.01% 6
2020
Q2
$15.3M Sell
303,023
-62,548
-17% -$3.13M 4.01% 6
2020
Q1
$17.8M Sell
365,571
-107,010
-23% -$5.35M 5.35% 5
2019
Q4
$24.1M Buy
472,581
+22,356
+5% +$1.14M 6.15% 2
2019
Q3
$22.9M Buy
450,225
+46,997
+12% +$2.39M 6.36% 4
2019
Q2
$20.5M Buy
403,228
+22,480
+6% +$1.14M 5.81% 4
2019
Q1
$19.4M Buy
380,748
+105,470
+38% +$5.35M 5.58% 3
2018
Q4
$13.9M Buy
275,278
+181,848
+195% +$9.23M 4.45% 5
2018
Q3
$4.77M Buy
93,430
+4,672
+5% +$238K 1.41% 31
2018
Q2
$4.53M Buy
88,758
+17,471
+25% +$890K 1.43% 31
2018
Q1
$3.63M Buy
71,287
+5,546
+8% +$283K 2.51% 16
2017
Q4
$3.34M Sell
65,741
-10,925
-14% -$556K 2.43% 16
2017
Q3
$3.9M Buy
76,666
+1,026
+1% +$52.2K 2.99% 14
2017
Q2
$3.85M Buy
75,640
+10,019
+15% +$509K 3.02% 13
2017
Q1
$3.34M Sell
65,621
-6,293
-9% -$320K 2.78% 14
2016
Q4
$3.65M Buy
71,914
+3,767
+6% +$191K 3.18% 13
2016
Q3
$3.46M Buy
68,147
+3,558
+6% +$180K 3.07% 14
2016
Q2
$3.27M Buy
64,589
+5,716
+10% +$289K 3.14% 13
2016
Q1
$2.97M Sell
58,873
-9,307
-14% -$468K 3.14% 13
2015
Q4
$3.44M Sell
68,180
-1,142
-2% -$57.6K 3.71% 12
2015
Q3
$3.5M Sell
69,322
-3,882
-5% -$196K 3.86% 11
2015
Q2
$3.71M Buy
73,204
+7,610
+12% +$386K 3.91% 12
2015
Q1
$3.34M Sell
65,594
-5,360
-8% -$271K 3.5% 12
2014
Q4
$3.59M Buy
+70,954
New +$3.6M 4.16% 10

Other funds holding FLOT

Towercrest Capital Management's FLOT Position: Q1 2026 in Review

Towercrest Capital Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 4.6% in Q1 2026, selling an estimated $1.31M and leaving 537,209 shares worth $27.4M. The position accounts for 4.26% of the portfolio, ranked #6.

Towercrest Capital Management first reported a position in FLOT in Q4 2014 and has held it in 46 quarters since. The position peaked at $33.5M in Q2 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Towercrest Capital Management held 537,209 shares of iShares Floating Rate Bond ETF worth $27.4M as of Q1 2026.
  • Towercrest Capital Management sold 25,689 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $1.31M.
  • iShares Floating Rate Bond ETF made up 4.26% of Towercrest Capital Management's portfolio in Q1 2026, its #6 holding.
  • Towercrest Capital Management first reported a position in iShares Floating Rate Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Towercrest Capital Management's iShares Floating Rate Bond ETF position peaked at $33.5M in Q2 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.