Advisory Solutions Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Advisory Solutions Group’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 Q3	$3.21M	Buy	+62,949	New	+$3.21M	0.68%	43

Other funds holding FLOT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Vertrix Wealth Management Troy, Michigan $292M AUM

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Advisory Solutions Group's FLOT Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2026: 62,949 shares worth $3.21M. The stake represents 0.68% of the portfolio and ranks #43 among its holdings.

163 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

Advisory Solutions Group held 62,949 shares of iShares Floating Rate Bond ETF worth $3.21M as of Q3 2026.
iShares Floating Rate Bond ETF was a new Advisory Solutions Group position in Q3 2026.
iShares Floating Rate Bond ETF made up 0.68% of Advisory Solutions Group's portfolio in Q3 2026, its #43 holding.
163 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.