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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diversify Wealth Management's FLOT Position: Q1 2026 in Review

Diversify Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 34% in Q1 2026, buying an estimated $205K and bringing the position to 15,932 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #662.

Diversify Wealth Management first reported a position in FLOT in Q2 2024 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Diversify Wealth Management held 15,932 shares of iShares Floating Rate Bond ETF worth $812K as of Q1 2026.
  • Diversify Wealth Management bought 4,020 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $205K.
  • iShares Floating Rate Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #662 holding.
  • Diversify Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.