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Union Savings Bank’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Union Savings Bank’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
-15,594
Closed -$793K – 323
2025
Q4 		$793K Buy
+15,594
New +$794K 0.34% 59
2025
Q2 		$852K Sell
16,690
-6,184
-27% -$314K 0.39% 50
2025
Q1 		$1.17M Sell
22,874
-4,856
-18% -$248K 0.57% 32
2024
Q4 		$1.41M Sell
27,730
-487
-2% -$24.8K 0.69% 28
2024
Q3 		$1.44M Sell
28,217
-2,564
-8% -$131K 0.71% 29
2024
Q2 		$1.57M Sell
30,781
-503
-2% -$25.6K 0.83% 22
2024
Q1 		$1.6M Sell
31,284
-303
-1% -$15.4K 0.84% 23
2023
Q4 		$1.6M Buy
31,587
+1,510
+5% +$76.6K 0.91% 21
2023
Q3 		$1.53M Hold
30,077
– – 0.95% 23
2023
Q2 		$1.53M Buy
+30,077
New +$1.52M 0.91% 22

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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

Union Savings Bank's FLOT Position: Q1 2026 in Review

Union Savings Bank sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 15,594 shares — an estimated $793K sold.

Union Savings Bank first reported a position in FLOT in Q2 2023 and held it in 10 quarters. The position peaked at $1.6M in Q4 2023. 661 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Union Savings Bank reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Union Savings Bank sold 15,594 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $793K.
  • Union Savings Bank first reported a position in iShares Floating Rate Bond ETF in Q2 2023 and held it in 10 quarters.
  • Union Savings Bank's iShares Floating Rate Bond ETF position peaked at $1.6M in Q4 2023.
  • 661 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Union Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.