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Darden Wealth Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Darden Wealth 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
Q2 		$4.13M Buy
80,936
+2,871
+4% +$146K 1.64% 11
2026
Q1 		$3.98M Sell
78,065
-1,582
-2% -$80.6K 2.03% 9
2025
Q4 		$4.05M Buy
79,647
+1,928
+2% +$98.2K 1.97% 10
2025
Q3 		$3.97M Buy
77,719
+1,832
+2% +$93.4K 2.08% 8
2025
Q2 		$3.87M Buy
75,887
+1,490
+2% +$75.7K 2.33% 7
2025
Q1 		$3.8M Buy
74,397
+1,519
+2% +$77.5K 2.94% 6
2024
Q4 		$3.71M Sell
72,878
-254
-0.3% -$12.9K 2.5% 7
2024
Q3 		$3.73M Buy
73,132
+3,784
+5% +$193K 2.68% 6
2024
Q2 		$3.54M Sell
69,348
-180
-0.3% -$9.18K 2.13% 7
2024
Q1 		$3.55M Buy
69,528
+14,497
+26% +$738K 2.78% 6
2023
Q4 		$2.79M Buy
+55,031
New +$2.79M 2.68% 7

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

Darden Wealth Group's FLOT Position: Q2 2026 in Review

Darden Wealth Group increased its iShares Floating Rate Bond ETF (FLOT) stake by 3.7% in Q2 2026, buying an estimated $146K and bringing the position to 80,936 shares worth $4.13M. The position accounts for 1.64% of the portfolio, ranked #11.

Darden Wealth Group first reported a position in FLOT in Q4 2023 and has held it in 11 quarters since. 687 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Darden Wealth Group held 80,936 shares of iShares Floating Rate Bond ETF worth $4.13M as of Q2 2026.
  • Darden Wealth Group bought 2,871 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $146K.
  • iShares Floating Rate Bond ETF made up 1.64% of Darden Wealth Group's portfolio in Q2 2026, its #11 holding.
  • Darden Wealth Group first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.