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Bear Mountain Capital’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bear Mountain Capital’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 		$204 Hold
4
– – ﹤0.01% 191
2026
Q1 		$204 Hold
4
– – ﹤0.01% 175
2025
Q4 		$204 Hold
4
– – ﹤0.01% 177
2025
Q3 		$204 Hold
4
– – ﹤0.01% 268
2025
Q2 		$204 Hold
4
– – ﹤0.01% 166
2025
Q1 		$204 Hold
4
– – ﹤0.01% 317
2024
Q4 		$204 Hold
4
– – ﹤0.01% 160
2024
Q3 		$204 Hold
4
– – ﹤0.01% 156
2024
Q2 		$204 Hold
4
– – ﹤0.01% 164
2024
Q1 		$204 Hold
4
– – ﹤0.01% 201
2023
Q4 		$203 Buy
+4
New +$203 ﹤0.01% 212

Other funds holding FLOT

HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Bear Mountain Capital's FLOT Position: Q2 2026 in Review

Bear Mountain Capital held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 4 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Bear Mountain Capital first reported a position in FLOT in Q4 2023 and has held it in 11 quarters since. 271 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Bear Mountain Capital held 4 shares of iShares Floating Rate Bond ETF worth $204 as of Q2 2026.
  • Bear Mountain Capital left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #191 holding.
  • Bear Mountain Capital first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.