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 Q2	–	Sell	-12,786	Closed	-$651K	–	1305
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 $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s FLOT Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 12,786 shares — an estimated $651K sold.

Wealthspire Advisors (New York) first reported a position in FLOT in Q1 2020 and held it in 6 quarters. The position peaked at $942K in Q3 2021. 690 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Wealthspire Advisors (New York) reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 12,786 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $651K.
Wealthspire Advisors (New York) first reported a position in iShares Floating Rate Bond ETF in Q1 2020 and held it in 6 quarters.
Wealthspire Advisors (New York)'s iShares Floating Rate Bond ETF position peaked at $942K in Q3 2021.
690 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.