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Forbes Financial Planning’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Forbes Financial Planning’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 		$7.87M Buy
154,217
+1,883
+1% +$95.9K 4.22% 11
2026
Q1 		$7.76M Buy
152,334
+12,742
+9% +$649K 4.48% 11
2025
Q4 		$7.11M Buy
+139,592
New +$7.11M 4.15% 13

Other funds holding FLOT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forbes Financial Planning's FLOT Position: Q2 2026 in Review

Forbes Financial Planning increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.2% in Q2 2026, buying an estimated $95.9K and bringing the position to 154,217 shares worth $7.87M. The position accounts for 4.22% of the portfolio, ranked #11.

Forbes Financial Planning first reported a position in FLOT in Q4 2025 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Forbes Financial Planning held 154,217 shares of iShares Floating Rate Bond ETF worth $7.87M as of Q2 2026.
  • Forbes Financial Planning bought 1,883 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $95.9K.
  • iShares Floating Rate Bond ETF made up 4.22% of Forbes Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Forbes Financial Planning first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.