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Ethos Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Ethos Financial Group’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 		$697K Buy
13,669
+1,386
+11% +$70.6K 0.05% 285
2026
Q1 		$626K Buy
12,283
+4,877
+66% +$248K 0.05% 274
2025
Q4 		$377K Hold
7,406
– – 0.03% 342
2025
Q3 		$378K Sell
7,406
-2,031
-22% -$104K 0.03% 318
2025
Q2 		$481K Buy
9,437
+2,510
+36% +$128K 0.04% 270
2025
Q1 		$352K Hold
6,927
– – 0.03% 297
2024
Q4 		$352K Buy
+6,927
New +$353K 0.05% 200

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

Ethos Financial Group's FLOT Position: Q2 2026 in Review

Ethos Financial Group increased its iShares Floating Rate Bond ETF (FLOT) stake by 11% in Q2 2026, buying an estimated $70.6K and bringing the position to 13,669 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #285.

Ethos Financial Group first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Ethos Financial Group held 13,669 shares of iShares Floating Rate Bond ETF worth $697K as of Q2 2026.
  • Ethos Financial Group bought 1,386 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $70.6K.
  • iShares Floating Rate Bond ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #285 holding.
  • Ethos Financial Group first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.