FLOT

iShares Floating Rate Bond ETF

iShares Floating Rate Bond ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the performance of the Barclays Capital US Floating Rate Note < 5 Years Index.


Corporate

FIXED INCOME

Passive

MANAGEMENT STYLE

$ 9.0 B

ASSETS UNDER MGMT

15 bp

EXPENSES
Fund Basics
Inception dateJun 14, 2011
RegulationOpen-End Investment Company
Fund Websitelink...
DistributionsMonthly
CurrencyUSD
Holdings TransparencyFull
Derivatives-basedNo
Options availableYes
Currency hedgedNo
Fund of fundsNo
Top 10 Holdings
INTERNATIONAL BANK FOR RECONSTRUCT MTN - 4.78 1.2 %
EUROPEAN BANK FOR RECONSTRUCTION A MTN - 4.68 1.1 %
EUROPEAN BANK FOR RECONSTRUCTION A MTN - 4.53 1.1 %
INTERNATIONAL BANK FOR RECONSTRUCT - 6.92 2027 1.1 %
INTERNATIONAL FINANCE CORP MTN - 4.66 2028-08- 1.0 %
INTERNATIONAL BANK FOR RECONSTRUCT - 5.01 2026 0.9 %
EUROPEAN BANK FOR RECONSTRUCTION A MTN - 4.66 0.9 %
INTERNATIONAL BANK FOR RECONSTRUCT - 4.66 2029 0.9 %
INTERNATIONAL BANK FOR RECONSTRUCT - 4.89 2028 0.9 %
INTERNATIONAL BANK FOR RECONSTRUCT MTN - 4.62 0.8 %
Constituent Breakdown
No. of constituents301
No. of distinct issuers157
Coverage71%
Fixed/floating rate0% / 100%
Investment grade100%
Inflation protected0%
Non-standard maturity (callable, etc.)33%
Issuer Type Breakdown
Top Issuers
GOLDMAN SACHS GROUP, INC. 4.1 %
JPMORGAN CHASE & CO. 2.9 %
BANK OF NOVA SCOTIA 2.5 %
ROYAL BANK OF CANADA 2.5 %
BANK OF AMERICA CORPORATION 2.2 %
Historical Performance


Standardized Performance (as of 02/28/2026)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns 0.3% -0.2% -0.1% 0.1% 0.1% 0.2% -- 0.1%
Dividend Yield 0.3% 4.9% 5.4% 5.6% 3.9% 2.8% -- 2.1%
Total Returns 0.6% 4.7% 5.3% 5.7% 4.0% 3.0% -- 2.2%
Ann. Volatility 0.4% 2.1% 1.6% 2.0% 1.8% 4.1% -- 3.5%
Market Correlations
versus...BetaR-squared
S&P 5000.0745%
MSCI EAFE0.0839%
MSCI Emg Mkts0.0522%
Liquidity Measures
Avg. volume (000)1,987
ADV traded (mns)$101
Turnover1.1%
Avg. Bid/Ask (% of price)0.02%
Technical Indicators
30d moving avg. (EMA)$50.84
Relative strength (RSI)51
MACD/Signal0.02/0.03
Bollinger Bands (Upper/Lower)$50.96/$50.77
Short interest (% of AUM)0.5%
Distributions
Assets Under Management (mns)

Money Flows (mns)

Short Interest (as % of shares outstanding)

Long Money Flows (mns)

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Credit Quality
Duration
Macaulay Duration
SHORT
MED.
LONG TERM

2.4 yrs


Modified Duration
  ◁ INSENSITIVE
EXTREMELY SENSITIVE ▷  

2.4%


Our analysis shows this fund is likely to be relatively insensitive to changes in interest rates

Interest Rate Sensitivity Analysis
Change
in YTM
New
YTM
Est. Price
Change
New
Price
+300 bp --% --% $--
+200 bp --% --% $--
+150 bp --% --% $--
+100 bp --% --% $--
+75 bp --% --% $--
+50 bp --% --% $--
+25 bp --% --% $--
0 bp --% --% $--
-25 bp --% --% $--
-50 bp --% --% $--
-75 bp --% --% $--
-100 bp --% --% $--
-150 bp --% --% $--
-200 bp --% --% $--
- 300bp --% --% $--

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Yields
Disposition of YTM
Distribution Yield (Trailing 12 Months)

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ETF Research Center Fund Rating

The ALTAR Score™ is our measure of an ETF's overall investment merit. For fixed income funds, the Score is an estimate of risk-adjusted yield to maturity (calculation shown below). In effecient markets, the plot of ALTAR Scores™ vs. Duration should resemble the familiar yield curve. Funds that sit above the curve may offer better risk-adjusted returns than those that sit below the curve.


ALTAR Score™

FLOT

1.4%

Cat. Avg

3.8%

Fund Category: Corporate

Adj. Yield to Maturity-- bp
Less: Annual "default factor"-- bp
Less: Expenses15 bp
Equals: ALTAR Score™1.4%
ALTAR Score™ vs. Duration (Corporate Bond ETFs)
Bid/Ask Spreads
2 bp
AVG SPREAD
2 — 2 bp
RANGE
Spreads data based on the average National Best Bid & Offer (NBBO) found in observations at various times each trading day, for up to three months. Tick data supplied by NASDAQ.
Total Cost of Ownership EXPENSES    AVG SPREAD
17 bp
FLOT
27 bp
PEER AVG