Hoge Financial Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11M Buy
215,695
+3,420
+2% +$174K 5.27% 7
2026
Q1
$10.8M Buy
212,275
+18,206
+9% +$927K 5.79% 5
2025
Q4
$9.87M Buy
194,069
+19,399
+11% +$988K 5.32% 7
2025
Q3
$8.92M Buy
174,670
+7,185
+4% +$366K 5.12% 7
2025
Q2
$8.57M Buy
167,485
+7,799
+5% +$396K 5.33% 7
2025
Q1
$8.15M Buy
159,686
+10,121
+7% +$516K 5.7% 7
2024
Q4
$7.61M Buy
149,565
+7,209
+5% +$367K 5.57% 7
2024
Q3
$7.27M Buy
142,356
+1,883
+1% +$95.9K 5.47% 7
2024
Q2
$7.18M Buy
140,473
+4,804
+4% +$245K 5.88% 7
2024
Q1
$6.93M Sell
135,669
-10,099
-7% -$514K 5.66% 7
2023
Q4
$7.38M Buy
+145,768
New +$7.39M 7.4% 5

Other funds holding FLOT

Hoge Financial Services's FLOT Position: Q2 2026 in Review

Hoge Financial Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.6% in Q2 2026, buying an estimated $174K and bringing the position to 215,695 shares worth $11M. The position accounts for 5.27% of the portfolio, ranked #7.

Hoge Financial Services first reported a position in FLOT in Q4 2023 and has held it in 11 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Hoge Financial Services held 215,695 shares of iShares Floating Rate Bond ETF worth $11M as of Q2 2026.
  • Hoge Financial Services bought 3,420 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $174K.
  • iShares Floating Rate Bond ETF made up 5.27% of Hoge Financial Services's portfolio in Q2 2026, its #7 holding.
  • Hoge Financial Services first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.