First Pacific Financial’s iShares Floating Rate Bond ETF FLOT Stock Holding History

First Pacific Financial’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	$996K	Buy	+19,512	New	+$995K	0.1%	104

Other funds holding FLOT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

First Pacific Financial's FLOT Position: Q3 2026 in Review

First Pacific Financial opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2026: 19,512 shares worth $996K. The stake represents 0.1% of the portfolio and ranks #104 among its holdings.

214 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

First Pacific Financial held 19,512 shares of iShares Floating Rate Bond ETF worth $996K as of Q3 2026.
iShares Floating Rate Bond ETF was a new First Pacific Financial position in Q3 2026.
iShares Floating Rate Bond ETF made up 0.1% of First Pacific Financial's portfolio in Q3 2026, its #104 holding.
214 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.