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

Arkadios 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 		$2.86M Sell
55,942
-1,743
-3% -$88.8K 0.04% 413
2026
Q1 		$2.94M Buy
57,685
+1,869
+3% +$95.2K 0.05% 393
2025
Q4 		$2.84M Buy
55,816
+2,748
+5% +$140K 0.06% 345
2025
Q3 		$2.71M Buy
53,068
+6,045
+13% +$308K 0.07% 315
2025
Q2 		$2.4M Buy
47,023
+746
+2% +$37.9K 0.07% 300
2025
Q1 		$2.36M Buy
46,277
+6,086
+15% +$310K 0.09% 251
2024
Q4 		$2.04M Sell
40,191
-4,755
-11% -$242K 0.11% 181
2024
Q3 		$2.29M Sell
44,946
-8,031
-15% -$409K 0.13% 163
2024
Q2 		$2.71M Sell
52,977
-20,143
-28% -$1.03M 0.18% 120
2024
Q1 		$3.73M Sell
73,120
-6,729
-8% -$342K 0.29% 81
2023
Q4 		$4.04M Buy
79,849
+24,986
+46% +$1.27M 0.34% 60
2023
Q3 		$2.79M Buy
54,863
+8,755
+19% +$444K 0.26% 96
2023
Q2 		$2.34M Buy
46,108
+595
+1% +$30.1K 0.27% 90
2023
Q1 		$2.29M Buy
45,513
+30,881
+211% +$1.56M 0.27% 97
2022
Q4 		$736K Buy
14,632
+1,464
+11% +$73.5K 0.1% 219
2022
Q3 		$662K Buy
13,168
+53
+0.4% +$2.66K 0.1% 217
2022
Q2 		$655K Buy
13,115
+22
+0.2% +$1.11K 0.1% 234
2022
Q1 		$661K Buy
13,093
+6,988
+114% +$354K 0.09% 254
2021
Q4 		$310K Buy
6,105
+4,930
+420% +$250K 0.04% 443
2021
Q3 		$59K Hold
1,175
– – 0.01% 827
2021
Q2 		$59K Hold
1,175
– – 0.01% 869
2021
Q1 		$59K Hold
1,175
– – 0.01% 644
2020
Q4 		$59K Buy
+1,175
New +$59.6K 0.01% 519

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

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

Arkadios Wealth Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 3% in Q2 2026, selling an estimated $88.8K and leaving 55,942 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #413.

Arkadios Wealth Advisors first reported a position in FLOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.04M in Q4 2023. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Arkadios Wealth Advisors held 55,942 shares of iShares Floating Rate Bond ETF worth $2.86M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,743 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $88.8K.
  • iShares Floating Rate Bond ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $4.04M in Q4 2023.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.