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American Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

American Wealth Advisors’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 		$547K Buy
10,716
+112
+1% +$5.71K 0.51% 26
2026
Q1 		$540K Sell
10,604
-960
-8% -$48.9K 0.56% 24
2025
Q4 		$588K Buy
11,564
+132
+1% +$6.72K 0.58% 22
2025
Q3 		$584K Buy
+11,432
New +$583K 0.58% 22

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Wealth Advisors's FLOT Position: Q2 2026 in Review

American Wealth Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.1% in Q2 2026, buying an estimated $5.71K and bringing the position to 10,716 shares worth $547K. The position accounts for 0.51% of the portfolio, ranked #26.

American Wealth Advisors first reported a position in FLOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $588K in Q4 2025. 685 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • American Wealth Advisors held 10,716 shares of iShares Floating Rate Bond ETF worth $547K as of Q2 2026.
  • American Wealth Advisors bought 112 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $5.71K.
  • iShares Floating Rate Bond ETF made up 0.51% of American Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • American Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • American Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $588K in Q4 2025.
  • 685 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.