FHC
FLOT icon

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
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 		$394 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 		$207 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 		$238 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

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

First Heartland Consultants's FLOT Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.8% in Q2 2026, buying an estimated $9.07K and bringing the position to 10,227 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #320.

First Heartland Consultants first reported a position in FLOT in Q1 2015 and has held it in 28 quarters since. The position peaked at $2.29M in Q3 2019. 206 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • First Heartland Consultants held 10,227 shares of iShares Floating Rate Bond ETF worth $522K as of Q2 2026.
  • First Heartland Consultants bought 178 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $9.07K.
  • iShares Floating Rate Bond ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #320 holding.
  • First Heartland Consultants first reported a position in iShares Floating Rate Bond ETF in Q1 2015 and has held it in 28 quarters since.
  • First Heartland Consultants's iShares Floating Rate Bond ETF position peaked at $2.29M in Q3 2019.
  • 206 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.