HWA
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HHM Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

HHM Wealth 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 		$6.13K Hold
120
– – ﹤0.01% 700
2026
Q1 		$6.11K Hold
120
– – ﹤0.01% 697
2025
Q4 		$6.1K Hold
120
– – ﹤0.01% 679
2025
Q3 		$6.13K Hold
120
– – ﹤0.01% 701
2025
Q2 		$6.12K Hold
120
– – ﹤0.01% 669
2025
Q1 		$6.13K Hold
120
– – ﹤0.01% 654
2024
Q4 		$6.11K Hold
120
– – ﹤0.01% 659
2024
Q3 		$6.13K Hold
120
– – ﹤0.01% 631
2024
Q2 		$6.13K Hold
120
– – ﹤0.01% 609
2024
Q1 		$6.13K Hold
120
– – ﹤0.01% 600
2023
Q4 		$6.08K Hold
120
– – ﹤0.01% 612
2023
Q3 		$6.11K Hold
120
– – ﹤0.01% 608
2023
Q2 		$6.1K Hold
120
– – ﹤0.01% 634
2023
Q1 		$6.05K Hold
120
– – ﹤0.01% 615
2022
Q4 		$6.04K Buy
+120
New +$6.02K ﹤0.01% 516

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

HHM Wealth Advisors's FLOT Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 120 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

HHM Wealth Advisors first reported a position in FLOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.13K in Q3 2025. 221 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • HHM Wealth Advisors held 120 shares of iShares Floating Rate Bond ETF worth $6.13K as of Q2 2026.
  • HHM Wealth Advisors left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #700 holding.
  • HHM Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • HHM Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $6.13K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.