GC Wealth Management RIA’s iShares Floating Rate Bond ETF FLOT Stock Holding History

GC Wealth Management RIA’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	–	Sell	-4,167	Closed	-$212K	–	512
2026 Q1	$212K	Buy	+4,167	New	+$212K	0.01%	487
2025 Q3	–	Sell	-4,838	Closed	-$247K	–	852
2025 Q2	$247K	Sell	4,838 -1,179	-20%	-$59.9K	0.02%	476
2025 Q1	$307K	Buy	+6,017	New	+$307K	0.06%	246

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GC Wealth Management RIA's FLOT Position: Q2 2026 in Review

GC Wealth Management RIA sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 4,167 shares — an estimated $212K sold.

GC Wealth Management RIA first reported a position in FLOT in Q1 2025 and held it in 3 quarters. The position peaked at $307K in Q1 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

GC Wealth Management RIA reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 4,167 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $212K.
GC Wealth Management RIA first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and held it in 3 quarters.
GC Wealth Management RIA's iShares Floating Rate Bond ETF position peaked at $307K in Q1 2025.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.