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B. Riley Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

B. Riley 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 		$1.29M Buy
25,359
+41
+0.2% +$2.09K 0.07% 253
2026
Q1 		$1.29M Sell
25,318
-596
-2% -$30.4K 0.08% 237
2025
Q4 		$1.32M Buy
25,914
+57
+0.2% +$2.9K 0.06% 287
2025
Q3 		$1.32M Sell
25,857
-138
-0.5% -$7.03K 0.06% 286
2025
Q2 		$1.33M Buy
+25,995
New +$1.32M 0.06% 288
2024
Q4 		$1.47M Sell
28,827
-2,729
-9% -$139K 0.05% 345
2024
Q3 		$1.61M Sell
31,556
-705
-2% -$35.9K 0.04% 375
2024
Q2 		$1.65M Sell
32,261
-90,300
-74% -$4.6M 0.04% 396
2024
Q1 		$6.24M Buy
122,561
+77,886
+174% +$3.96M 0.17% 134
2023
Q4 		$2.26M Sell
44,675
-77,886
-64% -$3.95M 0.06% 332
2023
Q3 		$6.24M Buy
122,561
+10,578
+9% +$537K 0.17% 134
2023
Q2 		$5.69M Sell
111,983
-1,345
-1% -$68K 0.13% 167
2023
Q1 		$5.71M Buy
113,328
+707
+0.6% +$35.7K 0.15% 153
2022
Q4 		$5.67M Buy
112,621
+11,103
+11% +$557K 0.16% 152
2022
Q3 		$5.1M Buy
101,518
+1,705
+2% +$85.6K 0.15% 144
2022
Q2 		$4.98M Buy
99,813
+5,108
+5% +$257K 0.21% 108
2022
Q1 		$4.79M Buy
94,705
+62,572
+195% +$3.17M 0.16% 139
2021
Q4 		$1.63M Buy
32,133
+1,558
+5% +$79K 0.05% 394
2021
Q3 		$1.55M Buy
30,575
+12,621
+70% +$641K 0.05% 400
2021
Q2 		$913K Sell
17,954
-1,278
-7% -$64.9K 0.03% 541
2021
Q1 		$977K Buy
19,232
+11,809
+159% +$600K 0.03% 488
2020
Q4 		$377K Sell
7,423
-3,045
-29% -$154K 0.02% 637
2020
Q3 		$531K Buy
10,468
+1,581
+18% +$80.1K 0.03% 505
2020
Q2 		$450K Sell
8,887
-1,888
-18% -$94.5K 0.03% 493
2020
Q1 		$526K Sell
10,775
-2,748
-20% -$137K 0.04% 370
2019
Q4 		$689K Buy
13,523
+1,610
+14% +$82K 0.06% 323
2019
Q3 		$608K Buy
11,913
+521
+5% +$26.5K 0.06% 336
2019
Q2 		$581K Sell
11,392
-3,666
-24% -$186K 0.06% 322
2019
Q1 		$767K Sell
15,058
-3,079
-17% -$156K 0.1% 230
2018
Q4 		$914K Sell
18,137
-57,972
-76% -$2.94M 0.13% 168
2018
Q3 		$3.88M Sell
76,109
-10,480
-12% -$534K 0.46% 51
2018
Q2 		$4.42M Buy
86,589
+11,177
+15% +$570K 0.58% 38
2018
Q1 		$3.84M Sell
75,412
-68,448
-48% -$3.49M 0.54% 38
2017
Q4 		$7.31M Buy
+143,860
New +$7.32M 0.99% 14
2017
Q3 		– Sell
-65,637
Closed -$3.34M – 553
2017
Q2 		$3.34M Buy
65,637
+12,860
+24% +$654K 0.61% 34
2017
Q1 		$2.69M Buy
+52,777
New +$2.68M 0.54% 46
2015
Q1 		– Sell
-294
Closed -$15 – 1060
2014
Q4 		$15 Buy
+294
New +$14.9K ﹤0.01% 2669
2013
Q3 		– Sell
-5,946
Closed -$301K – 692
2013
Q2 		$301K Buy
+5,946
New +$301K 0.1% 228

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 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

B. Riley Wealth Advisors's FLOT Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.16% in Q2 2026, buying an estimated $2.09K and bringing the position to 25,359 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #253.

B. Riley Wealth Advisors first reported a position in FLOT in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.31M in Q4 2017. 227 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • B. Riley Wealth Advisors held 25,359 shares of iShares Floating Rate Bond ETF worth $1.29M as of Q2 2026.
  • B. Riley Wealth Advisors bought 41 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $2.09K.
  • iShares Floating Rate Bond ETF made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #253 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2013 and has held it in 38 quarters since.
  • B. Riley Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $7.31M in Q4 2017.
  • 227 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.