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Vericrest Private Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Vericrest Private Wealth’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 		$1.15M Sell
22,547
-2,416
-10% -$123K 1.03% 24
2025
Q4 		$1.27M Buy
+24,963
New +$1.27M 1.13% 22
2022
Q2 		$3.26M Sell
65,255
-1,483
-2% -$74.7K 4% 6
2022
Q1 		$3.37M Sell
66,738
-25,411
-28% -$1.29M 3.51% 10
2021
Q4 		$4.67M Buy
+92,149
New +$4.68M 4.33% 7

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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

Vericrest Private Wealth's FLOT Position: Q1 2026 in Review

Vericrest Private Wealth reduced its iShares Floating Rate Bond ETF (FLOT) stake by 9.7% in Q1 2026, selling an estimated $123K and leaving 22,547 shares worth $1.15M. The position accounts for 1.03% of the portfolio, ranked #24.

Vericrest Private Wealth first reported a position in FLOT in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.67M in Q4 2021. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Vericrest Private Wealth held 22,547 shares of iShares Floating Rate Bond ETF worth $1.15M as of Q1 2026.
  • Vericrest Private Wealth sold 2,416 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $123K.
  • iShares Floating Rate Bond ETF made up 1.03% of Vericrest Private Wealth's portfolio in Q1 2026, its #24 holding.
  • Vericrest Private Wealth first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Vericrest Private Wealth's iShares Floating Rate Bond ETF position peaked at $4.67M in Q4 2021.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.