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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
Q3 		$21.9M Buy
429,678
+22,689
+6% +$1.16M 4.32% 8
2026
Q2 		$20.8M Buy
+406,989
New +$20.7M 4.13% 8

Other funds holding FLOT

Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Hartline Investment Corp
Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Walker Financial Services
Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

DDFG Inc's FLOT Position: Q3 2026 in Review

DDFG Inc increased its iShares Floating Rate Bond ETF (FLOT) stake by 5.6% in Q3 2026, buying an estimated $1.16M and bringing the position to 429,678 shares worth $21.9M. The position accounts for 4.32% of the portfolio, ranked #8.

DDFG Inc first reported a position in FLOT in Q2 2026 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • DDFG Inc held 429,678 shares of iShares Floating Rate Bond ETF worth $21.9M as of Q3 2026.
  • DDFG Inc bought 22,689 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $1.16M.
  • iShares Floating Rate Bond ETF made up 4.32% of DDFG Inc's portfolio in Q3 2026, its #8 holding.
  • DDFG Inc first reported a position in iShares Floating Rate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.