CAC
FLOT icon

Certified Advisory Corp’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Certified Advisory Corp’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 		$406K Buy
7,962
+723
+10% +$36.8K 0.03% 247
2026
Q1 		$369K Buy
7,239
+134
+2% +$6.82K 0.03% 244
2025
Q4 		$361K Sell
7,105
-955
-12% -$48.6K 0.03% 244
2025
Q3 		$412K Sell
8,060
-1,347
-14% -$68.7K 0.04% 231
2025
Q2 		$480K Sell
9,407
-117
-1% -$5.94K 0.05% 205
2025
Q1 		$486K Sell
9,524
-296
-3% -$15.1K 0.06% 192
2024
Q4 		$500K Sell
9,820
-99
-1% -$5.04K 0.05% 192
2024
Q3 		$506K Sell
9,919
-656
-6% -$33.4K 0.06% 191
2024
Q2 		$540K Buy
10,575
+1,496
+16% +$76.3K 0.07% 180
2024
Q1 		$464K Buy
9,079
+585
+7% +$29.8K 0.06% 177
2023
Q4 		$430K Sell
8,494
-107
-1% -$5.42K 0.07% 182
2023
Q3 		$438K Buy
8,601
+1,109
+15% +$56.3K 0.08% 160
2023
Q2 		$381K Buy
7,492
+1,255
+20% +$63.4K 0.07% 169
2023
Q1 		$314K Buy
6,237
+1,025
+20% +$51.7K 0.06% 191
2022
Q4 		$262K Buy
5,212
+611
+13% +$30.7K 0.05% 197
2022
Q3 		$231K Buy
+4,601
New +$231K 0.05% 197
2021
Q2 		– Sell
-2,602
Closed -$132K – 388
2021
Q1 		$132K Buy
+2,602
New +$132K 0.03% 224
2020
Q2 		$88K Buy
1,734
+802
+86% +$40.1K 0.03% 237
2020
Q1 		$45K Sell
932
-12,707
-93% -$636K 0.02% 293
2019
Q4 		$694K Buy
13,639
+1,020
+8% +$52K 0.22% 102
2019
Q3 		$643K Buy
12,619
+3,661
+41% +$186K 0.22% 94
2019
Q2 		$456K Buy
8,958
+3,045
+51% +$155K 0.17% 111
2019
Q1 		$301K Buy
5,913
+5,146
+671% +$261K 0.13% 131
2018
Q4 		$39K Buy
767
+466
+155% +$23.6K 0.02% 313
2018
Q3 		$15K Buy
301
+1
+0.3% +$51 0.01% 503
2018
Q2 		$15K Buy
300
+100
+50% +$5.1K 0.01% 476
2018
Q1 		$10K Buy
200
+138
+223% +$7.03K 0.01% 507
2017
Q4 		$3K Buy
+62
New +$3.16K ﹤0.01% 598

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Certified Advisory Corp's FLOT Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares Floating Rate Bond ETF (FLOT) stake by 10% in Q2 2026, buying an estimated $36.8K and bringing the position to 7,962 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #247.

Certified Advisory Corp first reported a position in FLOT in Q4 2017 and has held it in 28 quarters since. The position peaked at $694K in Q4 2019. 221 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Certified Advisory Corp held 7,962 shares of iShares Floating Rate Bond ETF worth $406K as of Q2 2026.
  • Certified Advisory Corp bought 723 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $36.8K.
  • iShares Floating Rate Bond ETF made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #247 holding.
  • Certified Advisory Corp first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • Certified Advisory Corp's iShares Floating Rate Bond ETF position peaked at $694K in Q4 2019.
  • 221 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.