AWM
FLOT icon

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

Avior 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 		$24.2M Buy
473,378
+162,133
+52% +$8.26M 0.64% 39
2026
Q1 		$15.9M Sell
311,245
-51,163
-14% -$2.61M 0.45% 52
2025
Q4 		$18.4M Buy
362,408
+122,384
+51% +$6.23M 0.57% 44
2025
Q3 		$12.3M Sell
240,024
-2,968
-1% -$151K 0.4% 54
2025
Q2 		$12.4M Sell
242,992
-65,985
-21% -$3.35M 0.43% 47
2025
Q1 		$15.8M Buy
308,977
+103,341
+50% +$5.27M 0.6% 42
2024
Q4 		$10.5M Buy
205,636
+36,819
+22% +$1.88M 0.38% 55
2024
Q3 		$8.62M Sell
168,817
-2,340
-1% -$119K 0.34% 60
2024
Q2 		$8.74M Buy
171,157
+87,652
+105% +$4.47M 0.38% 55
2024
Q1 		$4.26M Buy
83,505
+83,454
+163,635% +$4.25M 0.2% 94
2023
Q4 		$2.58K Hold
51
– – ﹤0.01% 1273
2023
Q3 		$2.6K Hold
51
– – ﹤0.01% 1349
2023
Q2 		$2.59K Sell
51
-81
-61% -$4.09K ﹤0.01% 1329
2023
Q1 		$6.65K Hold
132
– – ﹤0.01% 1128
2022
Q4 		$6.64K Hold
132
– – ﹤0.01% 912
2022
Q3 		$6K Buy
+132
New +$6.63K ﹤0.01% 916
2020
Q4 		– Sell
-123
Closed -$6K – 1010
2020
Q3 		$6K Buy
+123
New +$6.23K ﹤0.01% 731

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
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
VWM
Vertrix Wealth Management Troy, Michigan $297M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

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

Avior Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 52% in Q2 2026, buying an estimated $8.26M and bringing the position to 473,378 shares worth $24.2M. The position accounts for 0.64% of the portfolio, ranked #39.

Avior Wealth Management first reported a position in FLOT in Q3 2020 and has held it in 17 quarters since. 103 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Avior Wealth Management held 473,378 shares of iShares Floating Rate Bond ETF worth $24.2M as of Q2 2026.
  • Avior Wealth Management bought 162,133 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $8.26M.
  • iShares Floating Rate Bond ETF made up 0.64% of Avior Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Avior Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.