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Bravera Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bravera Wealth’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 		$150K Hold
2,940
– – 0.06% 119
2026
Q1 		$150K Sell
2,940
-794
-21% -$40.4K 0.07% 125
2025
Q4 		$190K Buy
+3,734
New +$190K 0.1% 93

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

Bravera Wealth's FLOT Position: Q2 2026 in Review

Bravera Wealth held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 2,940 shares worth $150K. The position accounts for 0.06% of the portfolio, ranked #119.

Bravera Wealth first reported a position in FLOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $190K in Q4 2025. 206 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Bravera Wealth held 2,940 shares of iShares Floating Rate Bond ETF worth $150K as of Q2 2026.
  • Bravera Wealth left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.06% of Bravera Wealth's portfolio in Q2 2026, its #119 holding.
  • Bravera Wealth first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares Floating Rate Bond ETF position peaked at $190K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.