CFM Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

CFM Wealth Partners’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	$248K	Hold	4,850	–	–	0.03%	133
2026 Q1	$247K	Hold	4,850	–	–	0.04%	134
2025 Q4	$247K	Hold	4,850	–	–	0.04%	132
2025 Q3	$248K	Hold	4,850	–	–	0.04%	133
2025 Q2	$247K	Hold	4,850	–	–	0.04%	124
2025 Q1	$248K	Hold	4,850	–	–	0.04%	122
2024 Q4	$247K	Hold	4,850	–	–	0.04%	124
2024 Q3	$248K	Hold	4,850	–	–	0.04%	131
2024 Q2	$248K	Hold	4,850	–	–	0.05%	132
2024 Q1	$248K	Hold	4,850	–	–	0.05%	139
2023 Q4	$246K	Hold	4,850	–	–	0.06%	149
2023 Q3	$247K	Hold	4,850	–	–	0.06%	128
2023 Q2	$246K	Hold	4,850	–	–	0.06%	151
2023 Q1	$244K	Hold	4,850	–	–	0.07%	140
2022 Q4	$244K	Hold	4,850	–	–	0.07%	145
2022 Q3	$244K	Hold	4,850	–	–	0.08%	137
2022 Q2	$242K	Hold	4,850	–	–	0.07%	145
2022 Q1	$245K	Hold	4,850	–	–	0.06%	165
2021 Q4	$246K	Hold	4,850	–	–	0.05%	159
2021 Q3	$246K	Hold	4,850	–	–	0.06%	162
2021 Q2	$246K	Hold	4,850	–	–	0.07%	153
2021 Q1	$246K	Hold	4,850	–	–	0.07%	145
2020 Q4	$246K	Hold	4,850	–	–	0.08%	138
2020 Q3	$245K	Hold	4,850	–	–	0.09%	126
2020 Q2	$245K	Hold	4,850	–	–	0.09%	127
2020 Q1	$236K	Hold	4,850	–	–	0.11%	115
2019 Q4	$247K	Buy	+4,850	New	+$247K	0.09%	131

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CFM Wealth Partners's FLOT Position: Q2 2026 in Review

CFM Wealth Partners held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 4,850 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #133.

CFM Wealth Partners first reported a position in FLOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $248K in Q2 2024. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

CFM Wealth Partners held 4,850 shares of iShares Floating Rate Bond ETF worth $248K as of Q2 2026.
CFM Wealth Partners left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Floating Rate Bond ETF made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #133 holding.
CFM Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 27 quarters since.
CFM Wealth Partners's iShares Floating Rate Bond ETF position peaked at $248K in Q2 2024.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.