BF
FLOT icon

Baring Financial’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Baring Financial’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 		$4.85M Buy
95,047
+114
+0.1% +$5.81K 2.67% 14
2026
Q1 		$4.84M Buy
94,933
+4,233
+5% +$216K 2.96% 12
2025
Q4 		$4.61M Buy
90,700
+11,570
+15% +$589K 2.81% 13
2025
Q3 		$4.04M Buy
79,130
+1,964
+3% +$100K 2.75% 17
2025
Q2 		$3.94M Buy
77,166
+4,124
+6% +$210K 2.94% 16
2025
Q1 		$3.73M Buy
73,042
+24,689
+51% +$1.26M 3.13% 13
2024
Q4 		$2.46M Buy
+48,353
New +$2.46M 2.19% 17

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
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
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Baring Financial's FLOT Position: Q2 2026 in Review

Baring Financial increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.12% in Q2 2026, buying an estimated $5.81K and bringing the position to 95,047 shares worth $4.85M. The position accounts for 2.67% of the portfolio, ranked #14.

Baring Financial first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Baring Financial held 95,047 shares of iShares Floating Rate Bond ETF worth $4.85M as of Q2 2026.
  • Baring Financial bought 114 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $5.81K.
  • iShares Floating Rate Bond ETF made up 2.67% of Baring Financial's portfolio in Q2 2026, its #14 holding.
  • Baring Financial first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.