Cornerstone Planning Group
FLOT icon

Cornerstone Planning Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Cornerstone Planning Group’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 		– Sell
-45
Closed -$2.3K – 704
2026
Q2 		$2.3K Buy
+45
New +$2.29K ﹤0.01% 1287
2025
Q4 		– Sell
-40
Closed -$2.05K – 1763
2025
Q3 		$2.05K Hold
40
– – ﹤0.01% 1156
2025
Q2 		$2.02K Buy
40
+1
+3% +$51 ﹤0.01% 947
2025
Q1 		$1.99K Sell
39
-41
-51% -$2.09K ﹤0.01% 988
2024
Q4 		$4.06K Buy
80
+1
+1% +$51 ﹤0.01% 624
2024
Q3 		$4.01K Buy
79
+1
+1% +$51 ﹤0.01% 616
2024
Q2 		$3.94K Sell
78
-30
-28% -$1.53K ﹤0.01% 626
2024
Q1 		$5.46K Buy
108
+1
+0.9% +$51 ﹤0.01% 505
2023
Q4 		$5.42K Sell
107
-156
-59% -$7.91K ﹤0.01% 516
2023
Q3 		$13.4K Sell
263
-145
-36% -$7.36K 0.01% 366
2023
Q2 		$20.7K Buy
+408
New +$20.6K 0.01% 427
2022
Q4 		$22.8K Buy
+451
New +$22.6K 0.01% 416

Other funds holding FLOT

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
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Cornerstone Planning Group's FLOT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2026, closing a stake of 45 shares — an estimated $2.3K sold.

Cornerstone Planning Group first reported a position in FLOT in Q4 2022 and held it in 12 quarters. The position peaked at $22.8K in Q4 2022. 214 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Floating Rate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 45 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $2.3K.
  • Cornerstone Planning Group first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and held it in 12 quarters.
  • Cornerstone Planning Group's iShares Floating Rate Bond ETF position peaked at $22.8K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.