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Beacon Pointe Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Beacon Pointe 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 		$2.23M Buy
43,600
+35,625
+447% +$1.81M 0.01% 725
2026
Q1 		$406K Buy
7,975
+339
+4% +$17.3K ﹤0.01% 1381
2025
Q4 		$388K Buy
7,636
+1,483
+24% +$75.5K ﹤0.01% 1157
2025
Q3 		$314K Buy
6,153
+60
+1% +$3.06K ﹤0.01% 1166
2025
Q2 		$311K Sell
6,093
-272
-4% -$13.8K ﹤0.01% 1033
2025
Q1 		$325K Buy
6,365
+3
+0% +$153 ﹤0.01% 993
2024
Q4 		$324K Sell
6,362
-172
-3% -$8.76K ﹤0.01% 983
2024
Q3 		$334K Sell
6,534
-1,011
-13% -$51.5K ﹤0.01% 988
2024
Q2 		$385K Sell
7,545
-156
-2% -$7.95K ﹤0.01% 967
2024
Q1 		$393K Buy
7,701
+168
+2% +$8.55K ﹤0.01% 1007
2023
Q4 		$381K Sell
7,533
-383
-5% -$19.4K ﹤0.01% 988
2023
Q3 		$403K Sell
7,916
-2,178
-22% -$110K 0.01% 955
2023
Q2 		$513K Sell
10,094
-1,529
-13% -$77.3K 0.01% 708
2023
Q1 		$586K Sell
11,623
-125,708
-92% -$6.34M 0.01% 711
2022
Q4 		$6.91M Buy
137,331
+126,861
+1,212% +$6.37M 0.13% 153
2022
Q3 		$527K Buy
10,470
+4,465
+74% +$224K 0.01% 618
2022
Q2 		$300K Buy
6,005
+286
+5% +$14.4K 0.01% 824
2022
Q1 		$289K Buy
+5,719
New +$290K ﹤0.01% 994

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beacon Pointe Advisors's FLOT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 447% in Q2 2026, buying an estimated $1.81M and bringing the position to 43,600 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #725.

Beacon Pointe Advisors first reported a position in FLOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.91M in Q4 2022. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Beacon Pointe Advisors held 43,600 shares of iShares Floating Rate Bond ETF worth $2.23M as of Q2 2026.
  • Beacon Pointe Advisors bought 35,625 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $1.81M.
  • iShares Floating Rate Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #725 holding.
  • Beacon Pointe Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's iShares Floating Rate Bond ETF position peaked at $6.91M in Q4 2022.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.