Hobbs Group Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Hobbs Group 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	$368K	Buy	7,207 +25	+0.3%	+$1.27K	0.1%	130
2026 Q1	$366K	Buy	7,182 +14	+0.2%	+$713	0.11%	123
2025 Q4	$365K	Buy	7,168 +30	+0.4%	+$1.53K	0.11%	129
2025 Q3	$365K	Sell	7,138 -368	-5%	-$18.8K	0.11%	124
2025 Q2	$383K	Sell	7,506 -5,929	-44%	-$301K	0.13%	111
2025 Q1	$686K	Buy	13,435 +17	+0.1%	+$867	0.26%	80
2024 Q4	$683K	Sell	13,418 -2,261	-14%	-$115K	0.26%	76
2024 Q3	$800K	Buy	15,679 +32	+0.2%	+$1.63K	0.29%	61
2024 Q2	$799K	Buy	+15,647	New	+$798K	0.3%	58
2023 Q4	$653K	Buy	+12,906	New	+$654K	0.29%	60

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

Hobbs Group Advisors's FLOT Position: Q2 2026 in Review

Hobbs Group Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.35% in Q2 2026, buying an estimated $1.27K and bringing the position to 7,207 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #130.

Hobbs Group Advisors first reported a position in FLOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $800K in Q3 2024. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Hobbs Group Advisors held 7,207 shares of iShares Floating Rate Bond ETF worth $368K as of Q2 2026.
Hobbs Group Advisors bought 25 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $1.27K.
iShares Floating Rate Bond ETF made up 0.1% of Hobbs Group Advisors's portfolio in Q2 2026, its #130 holding.
Hobbs Group Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's iShares Floating Rate Bond ETF position peaked at $800K in Q3 2024.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.