Wealthspire Advisors (New York)’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Wealthspire Advisors (New York)’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	$651K	Buy	+12,786	New	+$651K	0.01%	503
2025 Q4	–	Sell	-500	Closed	-$25.5K	–	1683
2025 Q3	$25.5K	Buy	+500	New	+$25.5K	﹤0.01%	1545
2022 Q1	–	Sell	-18,322	Closed	-$929K	–	480
2021 Q4	$929K	Sell	18,322 -200	-1%	-$10.1K	0.02%	240
2021 Q3	$942K	Buy	18,522 +144	+0.8%	+$7.31K	0.02%	254
2021 Q2	$934K	Buy	+18,378	New	+$933K	0.02%	166
2020 Q2	–	Sell	-15,416	Closed	-$751K	–	364
2020 Q1	$751K	Buy	+15,416	New	+$771K	0.03%	236

Other funds holding FLOT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthspire Advisors (New York)'s FLOT Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q1 2026: 12,786 shares worth $651K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in FLOT as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in FLOT in Q1 2020 and has held it in 6 quarters since. The position peaked at $942K in Q3 2021. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Wealthspire Advisors (New York) held 12,786 shares of iShares Floating Rate Bond ETF worth $651K as of Q1 2026.
iShares Floating Rate Bond ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
iShares Floating Rate Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #503 holding.
Wealthspire Advisors (New York) first reported a position in iShares Floating Rate Bond ETF in Q1 2020 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s iShares Floating Rate Bond ETF position peaked at $942K in Q3 2021.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.