Arvest Investments’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Arvest Investments’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	$2.92M	Buy	57,147 +6,354	+13%	+$324K	0.35%	58
2026 Q1	$2.59M	Buy	50,793 +5,812	+13%	+$296K	0.35%	54
2025 Q4	$2.29M	Buy	44,981 +14,418	+47%	+$734K	0.32%	61
2025 Q3	$1.56M	Buy	30,563 +2,629	+9%	+$134K	0.22%	80
2025 Q2	$1.43M	Sell	27,934 -14,526	-34%	-$738K	0.21%	90
2025 Q1	$2.17M	Buy	42,460 +5,088	+14%	+$259K	0.34%	59
2024 Q4	$1.9M	Buy	37,372 +1,923	+5%	+$97.9K	0.3%	68
2024 Q3	$1.81M	Buy	+35,449	New	+$1.81M	0.27%	88

Other funds holding FLOT

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arvest Investments's FLOT Position: Q2 2026 in Review

Arvest Investments increased its iShares Floating Rate Bond ETF (FLOT) stake by 13% in Q2 2026, buying an estimated $324K and bringing the position to 57,147 shares worth $2.92M. The position accounts for 0.35% of the portfolio, ranked #58.

Arvest Investments first reported a position in FLOT in Q3 2024 and has held it in 8 quarters since. 315 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Arvest Investments held 57,147 shares of iShares Floating Rate Bond ETF worth $2.92M as of Q2 2026.
Arvest Investments bought 6,354 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $324K.
iShares Floating Rate Bond ETF made up 0.35% of Arvest Investments's portfolio in Q2 2026, its #58 holding.
Arvest Investments first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and has held it in 8 quarters since.
315 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.