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

Golden State 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	$6.03K	Hold	118	–	–	﹤0.01%	1219
2026 Q1	$6.01K	Buy	118 +1	+0.9%	+$51	﹤0.01%	1183
2025 Q4	$5.98K	Buy	117 +2	+2%	+$102	﹤0.01%	1211
2025 Q3	$5.92K	Sell	115 -29	-20%	-$1.48K	﹤0.01%	1220
2025 Q2	$7.36K	Buy	144 +2	+1%	+$102	﹤0.01%	1151
2025 Q1	$7.27K	Buy	+142	New	+$7.24K	﹤0.01%	1085
2020 Q4	–	Sell	-1,902	Closed	-$96K	–	294
2020 Q3	$96K	Buy	+1,902	New	+$96.3K	0.03%	263
2020 Q2	–	Sell	-474	Closed	-$23K	–	488
2020 Q1	$23K	Buy	+474	New	+$23.7K	0.01%	479
2019 Q4	–	Sell	-649	Closed	-$33K	–	354
2019 Q3	$33K	Buy	649 +200	+45%	+$10.2K	0.01%	521
2019 Q2	$22K	Hold	449	–	–	0.01%	599
2019 Q1	$23K	Buy	+449	New	+$22.8K	0.01%	589

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

Golden State Wealth Management's FLOT Position: Q2 2026 in Review

Golden State Wealth Management held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 118 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Golden State Wealth Management first reported a position in FLOT in Q1 2019 and has held it in 11 quarters since. The position peaked at $96K in Q3 2020. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Golden State Wealth Management held 118 shares of iShares Floating Rate Bond ETF worth $6.03K as of Q2 2026.
Golden State Wealth Management left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Floating Rate Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1219 holding.
Golden State Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares Floating Rate Bond ETF position peaked at $96K in Q3 2020.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.