BWM
FLOT icon

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

Buska Wealth 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
Q3 		$3.23M Sell
63,258
-37,722
-37% -$1.92M 1.11% 20
2026
Q2 		$5.16M Sell
100,980
-28,075
-22% -$1.43M 1.86% 15
2026
Q1 		$6.58M Sell
129,055
-15,964
-11% -$813K 2.64% 11
2025
Q4 		$7.38M Sell
145,019
-46,753
-24% -$2.38M 2.73% 9
2025
Q3 		$9.8M Sell
191,772
-24,569
-11% -$1.25M 2.94% 8
2025
Q2 		$11M Buy
216,341
+39,240
+22% +$1.99M 3.02% 7
2025
Q1 		$9.04M Buy
177,101
+19,857
+13% +$1.01M 2.83% 11
2024
Q4 		$8M Buy
157,244
+35,379
+29% +$1.8M 2.56% 11
2024
Q3 		$6.22M Buy
121,865
+24,965
+26% +$1.27M 2.17% 13
2024
Q2 		$4.95M Buy
96,900
+16,296
+20% +$831K 1.97% 16
2024
Q1 		$4.12M Buy
+80,604
New +$4.1M 1.8% 16

Other funds holding FLOT

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Buska Wealth Management's FLOT Position: Q3 2026 in Review

Buska Wealth Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 37% in Q3 2026, selling an estimated $1.92M and leaving 63,258 shares worth $3.23M. The position accounts for 1.11% of the portfolio, ranked #20.

Buska Wealth Management first reported a position in FLOT in Q1 2024 and has held it in 11 quarters since. The position peaked at $11M in Q2 2025. 32 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Buska Wealth Management held 63,258 shares of iShares Floating Rate Bond ETF worth $3.23M as of Q3 2026.
  • Buska Wealth Management sold 37,722 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $1.92M.
  • iShares Floating Rate Bond ETF made up 1.11% of Buska Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Buska Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Buska Wealth Management's iShares Floating Rate Bond ETF position peaked at $11M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.