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

Beaird Harris 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	$1.33M	Sell	26,103 -9,822	-27%	-$500K	0.08%	67
2026 Q1	$1.83M	Sell	35,925 -2,941	-8%	-$150K	0.12%	60
2025 Q4	$1.98M	Buy	38,866 +612	+2%	+$31.2K	0.14%	57
2025 Q3	$1.95M	Buy	38,254 +469	+1%	+$23.9K	0.14%	56
2025 Q2	$1.93M	Buy	37,785 +466	+1%	+$23.7K	0.15%	55
2025 Q1	$1.91M	Buy	37,319 +286	+0.8%	+$14.6K	0.16%	51
2024 Q4	$1.88M	Buy	37,033 +671	+2%	+$34.2K	0.16%	52
2024 Q3	$1.86M	Buy	+36,362	New	+$1.85M	0.16%	52

Other funds holding FLOT

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Beaird Harris Wealth Management's FLOT Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 27% in Q2 2026, selling an estimated $500K and leaving 26,103 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #67.

Beaird Harris Wealth Management first reported a position in FLOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2025. 103 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Beaird Harris Wealth Management held 26,103 shares of iShares Floating Rate Bond ETF worth $1.33M as of Q2 2026.
Beaird Harris Wealth Management sold 9,822 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $500K.
iShares Floating Rate Bond ETF made up 0.08% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #67 holding.
Beaird Harris Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Beaird Harris Wealth Management's iShares Floating Rate Bond ETF position peaked at $1.98M in Q4 2025.
103 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.