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

Bulwark 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 		$958K Buy
+18,757
New +$955K 0.54% 32
2025
Q4 		– Sell
-51,151
Closed -$2.61M – 97
2025
Q3 		$2.61M Sell
51,151
-16,268
-24% -$829K 2.03% 16
2025
Q2 		$3.44M Buy
+67,419
New +$3.43M 2.9% 11

Other funds holding FLOT

HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Bulwark Capital's FLOT Position: Q2 2026 in Review

Bulwark Capital opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 18,757 shares worth $958K. The stake represents 0.54% of the portfolio and ranks #32 among its holdings. This is a return to the name: Bulwark Capital previously reported a position in FLOT as recently as Q3 2025.

Bulwark Capital first reported a position in FLOT in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.44M in Q2 2025. 340 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Bulwark Capital held 18,757 shares of iShares Floating Rate Bond ETF worth $958K as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Bulwark Capital position in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.54% of Bulwark Capital's portfolio in Q2 2026, its #32 holding.
  • Bulwark Capital first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Bulwark Capital's iShares Floating Rate Bond ETF position peaked at $3.44M in Q2 2025.
  • 340 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.