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Guardian Wealth Advisors (North Carolina)’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$2.92M Buy
57,365
+439
+0.8% +$22.4K 0.18% 78
2025
Q4 		$2.9M Buy
56,926
+3,306
+6% +$168K 0.18% 81
2025
Q3 		$2.74M Buy
53,620
+3,854
+8% +$196K 0.18% 80
2025
Q2 		$2.54M Buy
49,766
+3,531
+8% +$179K 0.18% 80
2025
Q1 		$2.36M Buy
46,235
+741
+2% +$37.8K 0.19% 76
2024
Q4 		$2.31M Buy
45,494
+3,039
+7% +$155K 0.18% 79
2024
Q3 		$2.17M Buy
42,455
+618
+1% +$31.5K 0.23% 60
2024
Q2 		$2.14M Buy
41,837
+4,669
+13% +$238K 0.25% 56
2024
Q1 		$1.89M Sell
37,168
-293
-0.8% -$14.9K 0.23% 62
2023
Q4 		$1.9M Buy
37,461
+2,115
+6% +$107K 0.29% 55
2023
Q3 		$1.79M Buy
35,346
+780
+2% +$39.6K 0.3% 53
2023
Q2 		$1.75M Buy
34,566
+1,084
+3% +$54.8K 0.3% 44
2023
Q1 		$1.7M Buy
+33,482
New +$1.69M 0.3% 41

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FLOT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.77% in Q1 2026, buying an estimated $22.4K and bringing the position to 57,365 shares worth $2.92M. The position accounts for 0.18% of the portfolio, ranked #78.

Guardian Wealth Advisors (North Carolina) first reported a position in FLOT in Q1 2023 and has held it in 13 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 57,365 shares of iShares Floating Rate Bond ETF worth $2.92M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 439 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $22.4K.
  • iShares Floating Rate Bond ETF made up 0.18% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #78 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.