WAU
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Wellington-Altus USA’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Wellington-Altus USA’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 		$3.52K Hold
69
– – ﹤0.01% 624
2026
Q1 		$3.52K Hold
69
– – ﹤0.01% 655
2025
Q4 		$3.51K Buy
+69
New +$3.52K ﹤0.01% 634

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $7.23B AUM 27.68% 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

Wellington-Altus USA's FLOT Position: Q2 2026 in Review

Wellington-Altus USA held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 69 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Wellington-Altus USA first reported a position in FLOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.52K in Q1 2026. 689 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Wellington-Altus USA held 69 shares of iShares Floating Rate Bond ETF worth $3.52K as of Q2 2026.
  • Wellington-Altus USA left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #624 holding.
  • Wellington-Altus USA first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Floating Rate Bond ETF position peaked at $3.52K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.