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Diversify Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Diversify Wealth Management’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 		$883K Buy
17,284
+1,352
+8% +$68.9K 0.01% 680
2026
Q1 		$812K Buy
15,932
+4,020
+34% +$205K 0.01% 662
2025
Q4 		$607K Buy
11,912
+12
+0.1% +$611 0.03% 402
2025
Q3 		$605K Buy
11,900
+9
+0.1% +$459 0.03% 345
2025
Q2 		$606K Buy
11,891
+4,907
+70% +$249K 0.04% 341
2025
Q1 		$356K Buy
6,984
+984
+16% +$50.2K 0.03% 415
2024
Q4 		$306K Buy
6,000
+16
+0.3% +$815 0.02% 430
2024
Q3 		$305K Buy
5,984
+1,002
+20% +$51K 0.03% 397
2024
Q2 		$252K Buy
+4,982
New +$254K 0.03% 384

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diversify Wealth Management's FLOT Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 8.5% in Q2 2026, buying an estimated $68.9K and bringing the position to 17,284 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #680.

Diversify Wealth Management first reported a position in FLOT in Q2 2024 and has held it in 9 quarters since. 690 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Diversify Wealth Management held 17,284 shares of iShares Floating Rate Bond ETF worth $883K as of Q2 2026.
  • Diversify Wealth Management bought 1,352 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $68.9K.
  • iShares Floating Rate Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #680 holding.
  • Diversify Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 690 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.