EWP
FLOT icon

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
Q3 		$34.4K Buy
674
+7
+1% +$357 0.01% 493
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

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Elevation Wealth Partners's FLOT Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Floating Rate Bond ETF (FLOT) stake by 1% in Q3 2026, buying an estimated $357 and bringing the position to 674 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #493.

Elevation Wealth Partners first reported a position in FLOT in Q1 2023 and has held it in 15 quarters since. The position peaked at $75.7K in Q1 2023. 32 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Elevation Wealth Partners held 674 shares of iShares Floating Rate Bond ETF worth $34.4K as of Q3 2026.
  • Elevation Wealth Partners bought 7 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $357.
  • iShares Floating Rate Bond ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #493 holding.
  • Elevation Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares Floating Rate Bond ETF position peaked at $75.7K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.