HVIA
FLOT icon

Hudson Valley Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Hudson Valley Investment 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 		$8.81M Sell
172,579
-777
-0.4% -$39.6K 1.07% 23
2026
Q1 		$8.83M Buy
173,356
+9,474
+6% +$482K 1.14% 23
2025
Q4 		$8.34M Sell
163,882
-1,843
-1% -$93.9K 0.92% 30
2025
Q3 		$8.47M Buy
165,725
+13,436
+9% +$685K 0.88% 35
2025
Q2 		$7.77M Buy
152,289
+1,155
+0.8% +$58.7K 0.85% 36
2025
Q1 		$7.72M Buy
151,134
+5,143
+4% +$262K 0.92% 37
2024
Q4 		$7.43M Buy
145,991
+2,289
+2% +$117K 0.84% 42
2024
Q3 		$7.33M Buy
143,702
+3,979
+3% +$203K 0.81% 42
2024
Q2 		$7.08M Buy
139,723
+4,031
+3% +$206K 0.92% 37
2024
Q1 		$6.93M Sell
135,692
-4,031
-3% -$205K 0.83% 47
2023
Q4 		$7.08M Sell
139,723
-5,824
-4% -$295K 0.97% 35
2023
Q3 		$7.41M Sell
145,547
-5,637
-4% -$286K 1.04% 28
2023
Q2 		$7.68M Buy
151,184
+5,009
+3% +$253K 1.04% 29
2023
Q1 		$7.37M Buy
146,175
+6,183
+4% +$312K 1.03% 27
2022
Q4 		$7.05M Buy
139,992
+7,089
+5% +$356K 1.07% 27
2022
Q3 		$6.68M Buy
132,903
+9,635
+8% +$484K 1.07% 26
2022
Q2 		$6.15M Buy
123,268
+14,467
+13% +$729K 0.96% 30
2022
Q1 		$5.5M Buy
+108,801
New +$5.51M 0.74% 39

Other funds holding FLOT

HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hudson Valley Investment Advisors's FLOT Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 0.45% in Q2 2026, selling an estimated $39.6K and leaving 172,579 shares worth $8.81M. The position accounts for 1.07% of the portfolio, ranked #23.

Hudson Valley Investment Advisors first reported a position in FLOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.83M in Q1 2026. 315 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Hudson Valley Investment Advisors held 172,579 shares of iShares Floating Rate Bond ETF worth $8.81M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 777 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $39.6K.
  • iShares Floating Rate Bond ETF made up 1.07% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Hudson Valley Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Hudson Valley Investment Advisors's iShares Floating Rate Bond ETF position peaked at $8.83M in Q1 2026.
  • 315 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.