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Vision Retirement’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Vision Retirement’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
Q2 		– Sell
-34
Closed -$1.73K – 651
2026
Q1 		$1.73K Hold
34
– – ﹤0.01% 566
2025
Q4 		$1.73K Buy
+34
New +$1.73K ﹤0.01% 548

Other funds holding FLOT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vision Retirement's FLOT Position: Q2 2026 in Review

Vision Retirement sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 34 shares — an estimated $1.73K sold.

Vision Retirement first reported a position in FLOT in Q4 2025 and held it in 2 quarters. The position peaked at $1.73K in Q1 2026. 660 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Vision Retirement reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vision Retirement sold 34 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $1.73K.
  • Vision Retirement first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Vision Retirement's iShares Floating Rate Bond ETF position peaked at $1.73K in Q1 2026.
  • 660 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.