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

Buck Wealth Strategies’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 		$8.73K Buy
+171
New +$8.71K ﹤0.01% 618
2025
Q4 		– Sell
-38,144
Closed -$1.95M – 184
2025
Q3 		$1.95M Buy
38,144
+10
+0% +$510 0.27% 53
2025
Q2 		$1.95M Buy
38,134
+13,133
+53% +$667K 0.3% 52
2025
Q1 		$1.28M Buy
+25,001
New +$1.27M 0.23% 55

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

Buck Wealth Strategies's FLOT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 171 shares worth $8.73K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in FLOT as recently as Q3 2025.

Buck Wealth Strategies first reported a position in FLOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q3 2025. 690 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Buck Wealth Strategies held 171 shares of iShares Floating Rate Bond ETF worth $8.73K as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #618 holding.
  • Buck Wealth Strategies first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Buck Wealth Strategies's iShares Floating Rate Bond ETF position peaked at $1.95M in Q3 2025.
  • 690 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.