IFG Advisory’s iShares Floating Rate Bond ETF FLOT Stock Holding History

IFG Advisory’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 Q3	$117K	Buy	2,298 +24	+1%	+$1.22K	﹤0.01%	1027
2026 Q2	$116K	Buy	+2,274	New	+$116K	﹤0.01%	1030
2019 Q2	–	Sell	-7,768	Closed	-$395K	–	352
2019 Q1	$395K	Sell	7,768 -1,574	-17%	-$79.8K	0.08%	226
2018 Q4	$470K	Sell	9,342 -1,874	-17%	-$95.1K	0.11%	181
2018 Q3	$572K	Buy	11,216 +5,913	+112%	+$301K	0.11%	185
2018 Q2	$270K	Buy	+5,303	New	+$270K	0.06%	291

Other funds holding FLOT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

IFG Advisory's FLOT Position: Q3 2026 in Review

IFG Advisory increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.1% in Q3 2026, buying an estimated $1.22K and bringing the position to 2,298 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

IFG Advisory first reported a position in FLOT in Q2 2018 and has held it in 6 quarters since. The position peaked at $572K in Q3 2018. 451 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

IFG Advisory held 2,298 shares of iShares Floating Rate Bond ETF worth $117K as of Q3 2026.
IFG Advisory bought 24 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $1.22K.
iShares Floating Rate Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1027 holding.
IFG Advisory first reported a position in iShares Floating Rate Bond ETF in Q2 2018 and has held it in 6 quarters since.
IFG Advisory's iShares Floating Rate Bond ETF position peaked at $572K in Q3 2018.
451 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.