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Clarus Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Clarus Wealth Advisors’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 		$201K Buy
+3,950
New +$201K 0.08% 85
2025
Q3 		– Sell
-183,834
Closed -$9.35M – 92
2025
Q2 		$9.35M Sell
183,834
-2,112
-1% -$107K 4.33% 4
2025
Q1 		$9.42M Buy
185,946
+180,591
+3,372% +$9.21M 5.03% 4
2024
Q4 		$273K Hold
5,355
– – 0.14% 103
2024
Q3 		$273K Hold
5,355
– – 0.14% 103
2024
Q2 		$273K Hold
5,355
– – 0.14% 99
2024
Q1 		$273K Hold
5,355
– – 0.15% 102
2023
Q4 		$272K Buy
+5,355
New +$271K 0.16% 96
2023
Q2 		$301K Buy
5,941
+400
+7% +$20.2K 0.18% 97
2023
Q1 		$278K Sell
5,541
-68,589
-93% -$3.46M 0.18% 101
2022
Q4 		$3.74M Sell
74,130
-2,497
-3% -$125K 2.45% 12
2022
Q3 		$3.85M Buy
76,627
+137
+0.2% +$6.88K 2.74% 13
2022
Q2 		$3.82M Sell
76,490
-43,298
-36% -$2.18M 2.69% 13
2022
Q1 		$6.05M Buy
119,788
+39,048
+48% +$1.98M 3.76% 5
2021
Q4 		$4.09M Buy
80,740
+70,573
+694% +$3.58M 2.36% 12
2021
Q3 		$516K Sell
10,167
-42
-0.4% -$2.13K 0.32% 47
2021
Q2 		$519K Buy
10,209
+1,440
+16% +$73.1K 0.33% 50
2021
Q1 		$445K Buy
8,769
+3,813
+77% +$194K 0.28% 65
2020
Q4 		$252K Sell
4,956
-8
-0.2% -$406 0.17% 108
2020
Q3 		$252K Sell
4,964
-48
-1% -$2.43K 0.2% 102
2020
Q2 		$253K Sell
5,012
-3,142
-39% -$157K 0.21% 101
2020
Q1 		$400K Sell
8,154
-2,577
-24% -$129K 0.4% 73
2019
Q4 		$547K Sell
10,731
-880
-8% -$44.8K 0.36% 75
2019
Q3 		$592K Buy
11,611
+817
+8% +$41.6K 0.43% 50
2019
Q2 		$550K Buy
10,794
+7,544
+232% +$384K 0.4% 41
2019
Q1 		$165K Hold
3,250
– – 0.12% 127
2018
Q4 		$164K Buy
3,250
+100
+3% +$5.07K 0.26% 103
2018
Q3 		$161K Buy
+3,150
New +$161K 0.11% 160

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

Clarus Wealth Advisors's FLOT Position: Q2 2026 in Review

Clarus Wealth Advisors opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 3,950 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #85 among its holdings. This is a return to the name: Clarus Wealth Advisors previously reported a position in FLOT as recently as Q2 2025.

Clarus Wealth Advisors first reported a position in FLOT in Q3 2018 and has held it in 28 quarters since. The position peaked at $9.42M in Q1 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Clarus Wealth Advisors held 3,950 shares of iShares Floating Rate Bond ETF worth $201K as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Clarus Wealth Advisors position in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.08% of Clarus Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Clarus Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q3 2018 and has held it in 28 quarters since.
  • Clarus Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $9.42M in Q1 2025.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

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