HHRDM
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H&H Retirement Design & Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

H&H Retirement Design & 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 		$4.72M Hold
92,513
– – 2.14% 16
2026
Q1 		$4.71M Buy
+92,513
New +$4.71M 2.21% 16

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

H&H Retirement Design & Management's FLOT Position: Q2 2026 in Review

H&H Retirement Design & Management held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 92,513 shares worth $4.72M. The position accounts for 2.14% of the portfolio, ranked #16.

H&H Retirement Design & Management first reported a position in FLOT in Q1 2026 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • H&H Retirement Design & Management held 92,513 shares of iShares Floating Rate Bond ETF worth $4.72M as of Q2 2026.
  • H&H Retirement Design & Management left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up 2.14% of H&H Retirement Design & Management's portfolio in Q2 2026, its #16 holding.
  • H&H Retirement Design & Management first reported a position in iShares Floating Rate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.