First Heartland Consultants’s iShares Floating Rate Bond ETF FLOT Stock Holding History

First Heartland Consultants’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	$560K	Buy	10,974 +747	+7%	+$38.1K	0.04%	314
2026 Q2	$522K	Buy	10,227 +178	+2%	+$9.07K	0.03%	320
2026 Q1	$512K	Buy	10,049 +376	+4%	+$19.1K	0.04%	282
2025 Q4	$492K	Buy	9,673 +117	+1%	+$5.96K	0.04%	301
2025 Q3	$488K	Sell	9,556 -1,355	-12%	-$69.1K	0.04%	288
2025 Q2	$557K	Sell	10,911 -523	-5%	-$26.6K	0.05%	248
2025 Q1	$584K	Buy	11,434 +567	+5%	+$28.9K	0.06%	210
2024 Q4	$553K	Buy	10,867 +2,353	+28%	+$120K	0.06%	221
2024 Q3	$435K	Buy	8,514 +809	+10%	+$41.2K	0.05%	269
2024 Q2	$394K	Buy	7,705 +289	+4%	+$14.7K	0.03%	299
2024 Q1	$379K	Buy	+7,416	New	+$377K	0.04%	291
2020 Q2	–	Sell	-10,358	Closed	-$505K	–	288
2020 Q1	$505K	Sell	10,358 -13,898	-57%	-$695K	0.13%	134
2019 Q4	$1.24M	Sell	24,256 -20,755	-46%	-$1.06M	0.24%	102
2019 Q3	$2.29M	Buy	45,011 +169	+0.4%	+$8.6K	0.49%	54
2019 Q2	$2.28M	Buy	44,842 +6,648	+17%	+$338K	0.55%	45
2019 Q1	$1.94M	Buy	38,194 +25,691	+205%	+$1.3M	0.54%	46
2018 Q4	$630K	Buy	12,503 +4,181	+50%	+$212K	0.24%	101
2018 Q3	$425K	Sell	8,322 -8,761	-51%	-$447K	0.13%	151
2018 Q2	$871K	Buy	+17,083	New	+$871K	0.31%	84
2017 Q3	–	Sell	-6,352	Closed	-$323K	–	340
2017 Q2	$323K	Sell	6,352 -2,276	-26%	-$116K	0.08%	257
2017 Q1	$439K	Buy	8,628 +4,675	+118%	+$237K	0.12%	200
2016 Q4	$201K	Sell	3,953 -137	-3%	-$6.95K	0.06%	306
2016 Q3	$208K	Hold	4,090	–	–	0.06%	298
2016 Q2	$207K	Sell	4,090 -193	-5%	-$9.74K	0.02%	278
2016 Q1	$216K	Sell	4,283 -5,307	-55%	-$267K	0.08%	240
2015 Q4	$484K	Sell	9,590 -3,615	-27%	-$182K	0.18%	138
2015 Q3	$666K	Buy	13,205 +8,514	+181%	+$431K	0.28%	103
2015 Q2	$238K	Buy	4,691 +229	+5%	+$11.6K	0.06%	220
2015 Q1	$226K	Buy	+4,462	New	+$226K	0.09%	229

Other funds holding FLOT

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

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

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

First Heartland Consultants's FLOT Position: Q3 2026 in Review

First Heartland Consultants increased its iShares Floating Rate Bond ETF (FLOT) stake by 7.3% in Q3 2026, buying an estimated $38.1K and bringing the position to 10,974 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #314.

First Heartland Consultants first reported a position in FLOT in Q1 2015 and has held it in 29 quarters since. The position peaked at $2.29M in Q3 2019. 32 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

First Heartland Consultants held 10,974 shares of iShares Floating Rate Bond ETF worth $560K as of Q3 2026.
First Heartland Consultants bought 747 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $38.1K.
iShares Floating Rate Bond ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #314 holding.
First Heartland Consultants first reported a position in iShares Floating Rate Bond ETF in Q1 2015 and has held it in 29 quarters since.
First Heartland Consultants's iShares Floating Rate Bond ETF position peaked at $2.29M in Q3 2019.
32 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.