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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
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

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

Buska Wealth Management's FLOT Position: Q2 2026 in Review

Buska Wealth Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 22% in Q2 2026, selling an estimated $1.43M and leaving 100,980 shares worth $5.16M. The position accounts for 1.86% of the portfolio, ranked #15.

Buska Wealth Management first reported a position in FLOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $11M in Q2 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Buska Wealth Management held 100,980 shares of iShares Floating Rate Bond ETF worth $5.16M as of Q2 2026.
  • Buska Wealth Management sold 28,075 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Floating Rate Bond ETF made up 1.86% of Buska Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Buska Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Buska Wealth Management's iShares Floating Rate Bond ETF position peaked at $11M in Q2 2025.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.