EverSource Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

EverSource Wealth Advisors’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	$3.72M	Buy	72,912 +2,935	+4%	+$150K	0.13%	147
2026 Q1	$3.57M	Sell	69,977 -39,738	-36%	-$2.02M	0.11%	150
2025 Q4	$5.58M	Buy	109,715 +2,822	+3%	+$144K	0.21%	97
2025 Q3	$5.46M	Buy	106,893 +1,572	+1%	+$80.1K	0.22%	95
2025 Q2	$5.37M	Buy	105,321 +6,840	+7%	+$347K	0.24%	91
2025 Q1	$5.03M	Buy	98,481 +14,662	+17%	+$748K	0.28%	83
2024 Q4	$4.26M	Buy	83,819 +8,208	+11%	+$418K	0.24%	88
2024 Q3	$3.86M	Buy	75,611 +4,744	+7%	+$242K	0.24%	88
2024 Q2	$3.62M	Buy	70,867 +3,696	+6%	+$188K	0.24%	90
2024 Q1	$3.43M	Buy	67,171 +16,409	+32%	+$835K	0.27%	85
2023 Q4	$2.57M	Buy	50,762 +7,188	+16%	+$364K	0.24%	96
2023 Q3	$2.22M	Sell	43,574 -23,157	-35%	-$1.17M	0.24%	95
2023 Q2	$3.39M	Buy	66,731 +5,792	+10%	+$293K	0.37%	71
2023 Q1	$3.07M	Buy	+60,939	New	+$3.07M	0.38%	68
2022 Q4	–	Sell	-6,615	Closed	-$333K	–	2349
2022 Q3	$333K	Buy	+6,615	New	+$332K	0.08%	225

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EverSource Wealth Advisors's FLOT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 4.2% in Q2 2026, buying an estimated $150K and bringing the position to 72,912 shares worth $3.72M. The position accounts for 0.13% of the portfolio, ranked #147.

EverSource Wealth Advisors first reported a position in FLOT in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.58M in Q4 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

EverSource Wealth Advisors held 72,912 shares of iShares Floating Rate Bond ETF worth $3.72M as of Q2 2026.
EverSource Wealth Advisors bought 2,935 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $150K.
iShares Floating Rate Bond ETF made up 0.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #147 holding.
EverSource Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $5.58M in Q4 2025.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.