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

Diversify Advisory Services’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	$897K	Buy	17,611 +327	+2%	+$16.7K	0.01%	697
2026 Q2	$882K	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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Vertrix Wealth Management Troy, Michigan $292M AUM

Diversify Advisory Services's FLOT Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.9% in Q3 2026, buying an estimated $16.7K and bringing the position to 17,611 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #697.

Diversify Advisory Services first reported a position in FLOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $959K in Q4 2024. 173 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

Diversify Advisory Services held 17,611 shares of iShares Floating Rate Bond ETF worth $897K as of Q3 2026.
Diversify Advisory Services bought 327 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $16.7K.
iShares Floating Rate Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #697 holding.
Diversify Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's iShares Floating Rate Bond ETF position peaked at $959K in Q4 2024.
173 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.