FFA
FLOT icon

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
Q3 		$5.18M Buy
101,414
+25,672
+34% +$1.31M 0.04% 416
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

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
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
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Farther Finance Advisors's FLOT Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 34% in Q3 2026, buying an estimated $1.31M and bringing the position to 101,414 shares worth $5.18M. The position accounts for 0.04% of the portfolio, ranked #416.

Farther Finance Advisors first reported a position in FLOT in Q4 2022 and has held it in 16 quarters since. 32 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Farther Finance Advisors held 101,414 shares of iShares Floating Rate Bond ETF worth $5.18M as of Q3 2026.
  • Farther Finance Advisors bought 25,672 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $1.31M.
  • iShares Floating Rate Bond ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #416 holding.
  • Farther Finance Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.