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DHK Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

DHK Financial Advisors’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
2025
Q2 		$1.65M Buy
32,370
+399
+1% +$20.3K 0.95% 21
2025
Q1 		$1.63M Buy
31,971
+245
+0.8% +$12.5K 0.9% 24
2024
Q4 		$1.61M Buy
31,726
+574
+2% +$29.2K 0.98% 21
2024
Q3 		$1.59M Buy
31,152
+464
+2% +$23.6K 0.97% 20
2024
Q2 		$1.57M Buy
30,688
+455
+2% +$23.2K 1.09% 17
2024
Q1 		$1.54M Buy
30,233
+296
+1% +$15.1K 1.09% 24
2023
Q4 		$1.52M Buy
29,937
+587
+2% +$29.8K 1.14% 24
2023
Q3 		$1.49M Buy
29,350
+422
+1% +$21.4K 1.33% 21
2023
Q2 		$1.47M Buy
28,928
+396
+1% +$20K 1.25% 22
2023
Q1 		$1.44M Buy
28,532
+240
+0.8% +$12.1K 1.79% 17
2022
Q4 		$1.42M Buy
28,292
+10,232
+57% +$514K 1.98% 16
2022
Q3 		$908K Buy
18,060
+6,220
+53% +$312K 1.49% 20
2022
Q2 		$591K Buy
+11,840
New +$596K 0.57% 31

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DHK Financial Advisors's FLOT Position: Q2 2025 in Review

DHK Financial Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.2% in Q2 2025, buying an estimated $20.3K and bringing the position to 32,370 shares worth $1.65M. The position accounts for 0.95% of the portfolio, ranked #21.

DHK Financial Advisors first reported a position in FLOT in Q2 2022 and has held it in 13 quarters since. 676 funds tracked by Wall St. Rank hold FLOT as of Q2 2025.

  • DHK Financial Advisors held 32,370 shares of iShares Floating Rate Bond ETF worth $1.65M as of Q2 2025.
  • DHK Financial Advisors bought 399 iShares Floating Rate Bond ETF shares in Q2 2025, an estimated $20.3K.
  • iShares Floating Rate Bond ETF made up 0.95% of DHK Financial Advisors's portfolio in Q2 2025, its #21 holding.
  • DHK Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • 676 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.