Certified Advisory Corp
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
Q3 		$895K Buy
17,537
+9,575
+120% +$488K 0.07% 172
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

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Hartline Investment Corp
Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Walker Financial Services
Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Certified Advisory Corp's FLOT Position: Q3 2026 in Review

Certified Advisory Corp increased its iShares Floating Rate Bond ETF (FLOT) stake by 120% in Q3 2026, buying an estimated $488K and bringing the position to 17,537 shares worth $895K. The position accounts for 0.07% of the portfolio, ranked #172.

Certified Advisory Corp first reported a position in FLOT in Q4 2017 and has held it in 29 quarters since. 287 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Certified Advisory Corp held 17,537 shares of iShares Floating Rate Bond ETF worth $895K as of Q3 2026.
  • Certified Advisory Corp bought 9,575 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $488K.
  • iShares Floating Rate Bond ETF made up 0.07% of Certified Advisory Corp's portfolio in Q3 2026, its #172 holding.
  • Certified Advisory Corp first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and has held it in 29 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.