FFA
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Farther Finance Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Farther Finance 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 		$3.87M Buy
75,742
+4,459
+6% +$227K 0.03% 486
2026
Q1 		$3.62M Buy
71,283
+3,726
+6% +$190K 0.03% 437
2025
Q4 		$3.44M Buy
67,557
+344
+0.5% +$17.5K 0.04% 415
2025
Q3 		$3.43M Buy
67,213
+11,575
+21% +$590K 0.05% 302
2025
Q2 		$2.84M Sell
55,638
-1,642
-3% -$83.4K 0.06% 278
2025
Q1 		$2.91M Buy
57,280
+6,627
+13% +$338K 0.07% 238
2024
Q4 		$2.58M Buy
50,653
+3,155
+7% +$161K 0.09% 176
2024
Q3 		$2.42M Buy
47,498
+6,122
+15% +$312K 0.09% 181
2024
Q2 		$2.1M Buy
41,376
+5,047
+14% +$257K 0.1% 160
2024
Q1 		$1.85M Sell
36,329
-4,162
-10% -$212K 0.11% 157
2023
Q4 		$2.05M Buy
40,491
+17,318
+75% +$878K 0.15% 128
2023
Q3 		$1.18M Buy
23,173
+14,663
+172% +$744K 0.19% 103
2023
Q2 		$432K Sell
8,510
-1,847
-18% -$93.3K 0.09% 175
2023
Q1 		$522K Buy
10,357
+5,341
+106% +$269K 0.15% 125
2022
Q4 		$252K Buy
+5,016
New +$252K 0.1% 196

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
LG
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
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Farther Finance Advisors's FLOT Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 6.3% in Q2 2026, buying an estimated $227K and bringing the position to 75,742 shares worth $3.87M. The position accounts for 0.03% of the portfolio, ranked #486.

Farther Finance Advisors first reported a position in FLOT in Q4 2022 and has held it in 15 quarters since. 176 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Farther Finance Advisors held 75,742 shares of iShares Floating Rate Bond ETF worth $3.87M as of Q2 2026.
  • Farther Finance Advisors bought 4,459 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $227K.
  • iShares Floating Rate Bond ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #486 holding.
  • Farther Finance Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.