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Aurora Private Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Aurora Private Wealth’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
Q3 		$271K Buy
+5,306
New +$270K 0.17% 134
2025
Q2 		$362K Buy
7,096
+43
+0.6% +$2.18K 0.27% 96
2025
Q1 		$360K Buy
+7,053
New +$360K 0.29% 89

Other funds holding FLOT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hartline Investment Corp
Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Aurora Private Wealth's FLOT Position: Q3 2026 in Review

Aurora Private Wealth opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2026: 5,306 shares worth $271K. The stake represents 0.17% of the portfolio and ranks #134 among its holdings. This is a return to the name: Aurora Private Wealth previously reported a position in FLOT as recently as Q2 2025.

Aurora Private Wealth first reported a position in FLOT in Q1 2025 and has held it in 3 quarters since. The position peaked at $362K in Q2 2025. 416 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Aurora Private Wealth held 5,306 shares of iShares Floating Rate Bond ETF worth $271K as of Q3 2026.
  • iShares Floating Rate Bond ETF was a new Aurora Private Wealth position in Q3 2026.
  • iShares Floating Rate Bond ETF made up 0.17% of Aurora Private Wealth's portfolio in Q3 2026, its #134 holding.
  • Aurora Private Wealth first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Aurora Private Wealth's iShares Floating Rate Bond ETF position peaked at $362K in Q2 2025.
  • 416 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.