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DDFG Inc’s iShares Floating Rate Bond ETF FLOT Stock Holding History

DDFG Inc’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 		$20.8M Buy
+406,989
New +$20.7M 4.13% 8

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

DDFG Inc's FLOT Position: Q2 2026 in Review

DDFG Inc opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 406,989 shares worth $20.8M. The stake represents 4.13% of the portfolio and ranks #8 among its holdings.

249 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • DDFG Inc held 406,989 shares of iShares Floating Rate Bond ETF worth $20.8M as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new DDFG Inc position in Q2 2026.
  • iShares Floating Rate Bond ETF made up 4.13% of DDFG Inc's portfolio in Q2 2026, its #8 holding.
  • 249 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.