Rose Capital Advisors LLC’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Rose Capital Advisors LLC’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	$220K	Buy	+4,317	New	+$220K	0.11%	102

Other funds holding FLOT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rose Capital Advisors LLC's FLOT Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 4,317 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #102 among its holdings.

433 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Rose Capital Advisors LLC held 4,317 shares of iShares Floating Rate Bond ETF worth $220K as of Q2 2026.
iShares Floating Rate Bond ETF was a new Rose Capital Advisors LLC position in Q2 2026.
iShares Floating Rate Bond ETF made up 0.11% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #102 holding.
433 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.