Guidance Point Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Guidance Point Advisors’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	$996K	Buy	19,505 +1,436	+8%	+$73.1K	0.21%	46
2026 Q1	$921K	Buy	18,069 +1,068	+6%	+$54.4K	0.22%	43
2025 Q4	$865K	Buy	17,001 +1,000	+6%	+$50.9K	0.2%	43
2025 Q3	$818K	Buy	16,001 +373	+2%	+$19K	0.2%	45
2025 Q2	$797K	Sell	15,628 -399	-2%	-$20.3K	0.2%	45
2025 Q1	$818K	Sell	16,027 -915	-5%	-$46.7K	0.23%	42
2024 Q4	$862K	Buy	16,942 +229	+1%	+$11.7K	0.24%	41
2024 Q3	$853K	Buy	16,713 +184	+1%	+$9.37K	0.25%	40
2024 Q2	$844K	Sell	16,529 -457	-3%	-$23.3K	0.26%	38
2024 Q1	$868K	Sell	16,986 -92	-0.5%	-$4.68K	0.28%	38
2023 Q4	$865K	Sell	17,078 -3,574	-17%	-$181K	0.32%	35
2023 Q3	$1.05M	Sell	20,652 -14,578	-41%	-$740K	0.43%	34
2023 Q2	$1.79M	Sell	35,230 -14,209	-29%	-$718K	0.69%	28
2023 Q1	$2.49M	Sell	49,439 -3,758	-7%	-$190K	1%	24
2022 Q4	$2.68M	Sell	53,197 -25,293	-32%	-$1.27M	1.13%	24
2022 Q3	$3.95M	Sell	78,490 -4,001	-5%	-$201K	1.8%	12
2022 Q2	$4.12M	Buy	82,491 +2,813	+4%	+$142K	1.78%	12
2022 Q1	$4.13M	Buy	79,678 +16,321	+26%	+$826K	1.56%	14
2021 Q4	$3.21M	Buy	63,357 +41,765	+193%	+$2.12M	1.16%	16
2021 Q3	$1.1M	Buy	21,592 +4,019	+23%	+$204K	0.4%	35
2021 Q2	$893K	Sell	17,573 -4,986	-22%	-$253K	0.35%	39
2021 Q1	$1.15M	Sell	22,559 -8,666	-28%	-$440K	0.47%	34
2020 Q4	$1.58M	Sell	31,225 -17,730	-36%	-$899K	0.73%	25
2020 Q3	$2.48M	Buy	48,955 +5,063	+12%	+$256K	1.37%	20
2020 Q2	$2.22M	Buy	43,892 +15,792	+56%	+$790K	1.23%	22
2020 Q1	$1.37M	Sell	28,100 -4,122	-13%	-$206K	0.89%	25
2019 Q4	$1.64M	Buy	32,222 +5,434	+20%	+$277K	0.8%	26
2019 Q3	$1.36M	Buy	26,788 +69	+0.3%	+$3.51K	0.75%	27
2019 Q2	$1.36M	Buy	26,719 +298	+1%	+$15.2K	0.77%	26
2019 Q1	$1.34M	Buy	26,421 +56	+0.2%	+$2.84K	0.79%	26
2018 Q4	$1.33M	Buy	+26,365	New	+$1.34M	0.86%	24

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

Guidance Point Advisors's FLOT Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 7.9% in Q2 2026, buying an estimated $73.1K and bringing the position to 19,505 shares worth $996K. The position accounts for 0.21% of the portfolio, ranked #46.

Guidance Point Advisors first reported a position in FLOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.13M in Q1 2022. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Guidance Point Advisors held 19,505 shares of iShares Floating Rate Bond ETF worth $996K as of Q2 2026.
Guidance Point Advisors bought 1,436 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $73.1K.
iShares Floating Rate Bond ETF made up 0.21% of Guidance Point Advisors's portfolio in Q2 2026, its #46 holding.
Guidance Point Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and has held it in 31 quarters since.
Guidance Point Advisors's iShares Floating Rate Bond ETF position peaked at $4.13M in Q1 2022.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.