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FLOTiShares Floating Rate Bond ETF

Get income15y track recordRanked #68 of 1,706 in this goal

Tracks the investment results of the Bloomberg US Floating Rate Note ˂ 5 Years Index.

By iShares · Launched 2011

Annual Cost

0.15%

#645 of 6,040 · low cost

Fund Size

$10.7B

#278 of 6,040 · large

Return (1Y)

+4.5%

Track Record

15 years

#892 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,390+3.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US Floating Rate Note ? 5 Years Index

Holdings

By weight

Concentration

Top 10 holdings = 10.1% of funddiversified

BlackRock Funds III
1.7%
INTL BK RECON & DEVELOP
1.1%
EUROPEAN BK RECON & DEV
1.1%
INTL BK RECON & DEVELOP
1.0%
EUROPEAN BK RECON & DEV
0.9%
INTL FINANCE CORP
0.9%
INTL BK RECON & DEVELOP
0.9%
INTL BK RECON & DEVELOP
0.9%
INTL BK RECON & DEVELOP
0.8%
INTL BK RECON & DEVELOP
0.8%

Asset allocation

Bonds
96.8%
Cash
3.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.8%Low

Year-on-year price swings

Max drawdown
-13.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.04Strong risk-adjusted returns
Sortino (3Y)
1.34Good downside protection

Bond profile

Duration

4.4 years

Avg maturity

10.0 years

Credit ratings

US Government
23.5%
AAA
23.5%
AA
25.1%
A
45.2%
BBB
6.2%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of the Bloomberg US Floating Rate Note ˂ 5 Years Index.
Strategy
Invests primarily in U.S. dollar-denominated, investment-grade floating rate bonds with maturities between one month and five years, using a representative sampling indexing strategy to track the Bloomberg US Floating Rate Note ˂ 5 Years Index. The Fund aims to keep portfolio turnover low and does not seek to outperform the index.
Inception date
June 14, 2011
Fund family
iShares

Next steps

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Data updated on 2026-09-18