Summit Investment Advisors, Inc.\KS’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Summit Investment Advisors, Inc.\KS’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	$28.5M	Buy	558,608 +53,404	+11%	+$2.72M	12.89%	1
2026 Q2	$25.8M	Buy	505,204 +162,474	+47%	+$8.28M	11.79%	1
2026 Q1	$17.5M	Buy	342,730 +48,538	+16%	+$2.47M	8.87%	1
2025 Q4	$15M	Buy	+294,192	New	+$15M	8.02%	3

Other funds holding FLOT

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's FLOT Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its iShares Floating Rate Bond ETF (FLOT) stake by 11% in Q3 2026, buying an estimated $2.72M and bringing the position to 558,608 shares worth $28.5M. The position accounts for 12.89% of the portfolio, ranked #1.

Summit Investment Advisors, Inc.\KS first reported a position in FLOT in Q4 2025 and has held it in 4 quarters since. 398 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 558,608 shares of iShares Floating Rate Bond ETF worth $28.5M as of Q3 2026.
Summit Investment Advisors, Inc.\KS bought 53,404 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $2.72M.
iShares Floating Rate Bond ETF made up 12.89% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #1 holding.
Summit Investment Advisors, Inc.\KS first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and has held it in 4 quarters since.
398 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.