GTWM
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Global Trust Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Global Trust 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
Q2 		$403K Sell
7,902
-700
-8% -$35.7K 0.28% 56
2026
Q1 		$438K Sell
8,602
-2,190
-20% -$112K 0.33% 58
2025
Q4 		$549K Buy
+10,792
New +$550K 0.41% 51

Other funds holding FLOT

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
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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Global Trust Wealth Management's FLOT Position: Q2 2026 in Review

Global Trust Wealth Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 8.1% in Q2 2026, selling an estimated $35.7K and leaving 7,902 shares worth $403K. The position accounts for 0.28% of the portfolio, ranked #56.

Global Trust Wealth Management first reported a position in FLOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $549K in Q4 2025. 406 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Global Trust Wealth Management held 7,902 shares of iShares Floating Rate Bond ETF worth $403K as of Q2 2026.
  • Global Trust Wealth Management sold 700 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $35.7K.
  • iShares Floating Rate Bond ETF made up 0.28% of Global Trust Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Global Trust Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Global Trust Wealth Management's iShares Floating Rate Bond ETF position peaked at $549K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

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