Galvin Gaustad & Stein’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Galvin Gaustad & Stein’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	$1.94M	Buy	+37,958	New	+$1.93M	0.15%	98
2022 Q2	–	Sell	-9,086	Closed	-$459K	–	169
2022 Q1	$459K	Sell	9,086 -15,991	-64%	-$810K	0.04%	127
2021 Q4	$1.27M	Sell	25,077 -6,684	-21%	-$339K	0.11%	95
2021 Q3	$1.61M	Sell	31,761 -5,218	-14%	-$265K	0.16%	88
2021 Q2	$1.88M	Sell	36,979 -6,944	-16%	-$353K	0.18%	86
2021 Q1	$2.23M	Sell	43,923 -5,918	-12%	-$301K	0.22%	89
2020 Q4	$2.53M	Buy	+49,841	New	+$2.53M	0.27%	84

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

Galvin Gaustad & Stein's FLOT Position: Q3 2026 in Review

Galvin Gaustad & Stein opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2026: 37,958 shares worth $1.94M. The stake represents 0.15% of the portfolio and ranks #98 among its holdings. This is a return to the name: Galvin Gaustad & Stein previously reported a position in FLOT as recently as Q1 2022.

Galvin Gaustad & Stein first reported a position in FLOT in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.53M in Q4 2020. 32 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

Galvin Gaustad & Stein held 37,958 shares of iShares Floating Rate Bond ETF worth $1.94M as of Q3 2026.
iShares Floating Rate Bond ETF was a new Galvin Gaustad & Stein position in Q3 2026.
iShares Floating Rate Bond ETF made up 0.15% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #98 holding.
Galvin Gaustad & Stein first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and has held it in 7 quarters since.
Galvin Gaustad & Stein's iShares Floating Rate Bond ETF position peaked at $2.53M in Q4 2020.
32 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.