Diversify Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$883K Buy
+17,284
New +$880K 0.01% 680
2026
Q1
Sell
-8,773
Closed -$447K 446
2025
Q4
$447K Sell
8,773
-878
-9% -$44.7K 0.01% 631
2025
Q3
$491K Buy
9,651
+399
+4% +$20.3K 0.02% 569
2025
Q2
$471K Sell
9,252
-3,225
-26% -$164K 0.02% 557
2025
Q1
$635K Sell
12,477
-6,355
-34% -$324K 0.04% 303
2024
Q4
$959K Buy
18,832
+6,039
+47% +$308K 0.05% 233
2024
Q3
$652K Sell
12,793
-687
-5% -$35K 0.04% 332
2024
Q2
$686K Buy
13,480
+2,072
+18% +$106K 0.04% 316
2024
Q1
$580K Buy
+11,408
New +$580K 0.03% 382

Other funds holding FLOT

Diversify Advisory Services's FLOT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 17,284 shares worth $883K. The stake represents 0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FLOT as recently as Q4 2025.

Diversify Advisory Services first reported a position in FLOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $959K in Q4 2024. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Diversify Advisory Services held 17,284 shares of iShares Floating Rate Bond ETF worth $883K as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #680 holding.
  • Diversify Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's iShares Floating Rate Bond ETF position peaked at $959K in Q4 2024.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.