BFIM
FLOT icon

Beese Fulmer Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Beese Fulmer Investment 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 		$3.67M Buy
71,864
+7,928
+12% +$404K 0.21% 80
2026
Q1 		$3.26M Buy
63,936
+2,522
+4% +$128K 0.21% 85
2025
Q4 		$3.12M Sell
61,414
-4,452
-7% -$227K 0.2% 88
2025
Q3 		$3.36M Sell
65,866
-395
-0.6% -$20.1K 0.23% 83
2025
Q2 		$3.38M Buy
+66,261
New +$3.37M 0.25% 80

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

Beese Fulmer Investment Management's FLOT Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 12% in Q2 2026, buying an estimated $404K and bringing the position to 71,864 shares worth $3.67M. The position accounts for 0.21% of the portfolio, ranked #80.

Beese Fulmer Investment Management first reported a position in FLOT in Q2 2025 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Beese Fulmer Investment Management held 71,864 shares of iShares Floating Rate Bond ETF worth $3.67M as of Q2 2026.
  • Beese Fulmer Investment Management bought 7,928 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $404K.
  • iShares Floating Rate Bond ETF made up 0.21% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #80 holding.
  • Beese Fulmer Investment Management first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.