AWM
FLOT icon

Alterna Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Alterna Wealth Management’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 		$1.31M Buy
+25,741
New +$1.31M 0.75% 39
2023
Q3 		– Sell
-4,662
Closed -$237K – 87
2023
Q2 		$237K Buy
+4,662
New +$236K 0.27% 83
2019
Q1 		– Sell
-50,563
Closed -$2.55M – 194
2018
Q4 		$2.55M Buy
+50,563
New +$2.57M 0.41% 41

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Alterna Wealth Management's FLOT Position: Q2 2026 in Review

Alterna Wealth Management opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 25,741 shares worth $1.31M. The stake represents 0.75% of the portfolio and ranks #39 among its holdings. This is a return to the name: Alterna Wealth Management previously reported a position in FLOT as recently as Q2 2023.

Alterna Wealth Management first reported a position in FLOT in Q4 2018 and has held it in 3 quarters since. The position peaked at $2.55M in Q4 2018. 180 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Alterna Wealth Management held 25,741 shares of iShares Floating Rate Bond ETF worth $1.31M as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Alterna Wealth Management position in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.75% of Alterna Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Alterna Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • Alterna Wealth Management's iShares Floating Rate Bond ETF position peaked at $2.55M in Q4 2018.
  • 180 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.