GWM
FLOT icon

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

Gilpin Wealth Management’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 		$24K Buy
471
+11
+2% +$561 0.02% 267
2026
Q2 		$23.5K Buy
460
+105
+30% +$5.35K 0.02% 257
2026
Q1 		$18.1K Buy
+355
New +$18.1K 0.01% 254

Other funds holding FLOT

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FA
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
BF
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

Gilpin Wealth Management's FLOT Position: Q3 2026 in Review

Gilpin Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 2.4% in Q3 2026, buying an estimated $561 and bringing the position to 471 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #267.

Gilpin Wealth Management first reported a position in FLOT in Q1 2026 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Gilpin Wealth Management held 471 shares of iShares Floating Rate Bond ETF worth $24K as of Q3 2026.
  • Gilpin Wealth Management bought 11 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $561.
  • iShares Floating Rate Bond ETF made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #267 holding.
  • Gilpin Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.