Elevation Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Elevation Wealth Partners’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	$34K	Buy	667 +7	+1%	+$357	0.01%	412
2026 Q1	$33.6K	Buy	660 +4	+0.6%	+$204	0.01%	294
2025 Q4	$33.3K	Buy	656 +11	+2%	+$560	0.01%	285
2025 Q3	$33K	Buy	645 +8	+1%	+$408	0.01%	281
2025 Q2	$32.5K	Buy	637 +8	+1%	+$406	0.01%	276
2025 Q1	$32.1K	Buy	629 +4	+0.6%	+$204	0.01%	274
2024 Q4	$31.8K	Buy	625 +12	+2%	+$611	0.01%	277
2024 Q3	$31.3K	Buy	613 +9	+1%	+$458	0.01%	268
2024 Q2	$30.9K	Buy	604 +9	+2%	+$459	0.01%	258
2024 Q1	$30.4K	Sell	595 -176	-23%	-$8.95K	0.02%	267
2023 Q4	$39.2K	Hold	771	–	–	0.02%	227
2023 Q3	$39.2K	Buy	771 +6	+0.8%	+$304	0.03%	167
2023 Q2	$38.9K	Sell	765 -737	-49%	-$37.2K	0.03%	176
2023 Q1	$75.7K	Buy	+1,502	New	+$75.8K	0.07%	125

Other funds holding FLOT

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Elevation Wealth Partners's FLOT Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.1% in Q2 2026, buying an estimated $357 and bringing the position to 667 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #412.

Elevation Wealth Partners first reported a position in FLOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $75.7K in Q1 2023. 271 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Elevation Wealth Partners held 667 shares of iShares Floating Rate Bond ETF worth $34K as of Q2 2026.
Elevation Wealth Partners bought 7 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $357.
iShares Floating Rate Bond ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #412 holding.
Elevation Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares Floating Rate Bond ETF position peaked at $75.7K in Q1 2023.
271 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.