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Harbor Asset Planning’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Harbor Asset Planning’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 		$1.03M Buy
20,248
+303
+2% +$15.4K 0.78% 36
2026
Q1 		$1.02M Sell
19,945
-2,597
-12% -$132K 0.86% 35
2025
Q4 		$1.15M Sell
22,542
-1,079
-5% -$55K 0.98% 32
2025
Q3 		$1.21M Buy
23,621
+588
+3% +$30K 1.08% 26
2025
Q2 		$1.18M Buy
+23,033
New +$1.17M 1.12% 22

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Harbor Asset Planning's FLOT Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.5% in Q2 2026, buying an estimated $15.4K and bringing the position to 20,248 shares worth $1.03M. The position accounts for 0.78% of the portfolio, ranked #36.

Harbor Asset Planning first reported a position in FLOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q3 2025. 206 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Harbor Asset Planning held 20,248 shares of iShares Floating Rate Bond ETF worth $1.03M as of Q2 2026.
  • Harbor Asset Planning bought 303 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Floating Rate Bond ETF made up 0.78% of Harbor Asset Planning's portfolio in Q2 2026, its #36 holding.
  • Harbor Asset Planning first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's iShares Floating Rate Bond ETF position peaked at $1.21M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.