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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

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

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. 687 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.
  • 687 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.