Independent Advisor Alliance’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Independent Advisor Alliance’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	$1.9M	Sell	37,291 -72,458	-66%	-$3.69M	0.04%	293
2026 Q1	$5.59M	Buy	109,749 +72,990	+199%	+$3.72M	0.06%	290
2025 Q4	$1.87M	Sell	36,759 -1,904	-5%	-$97K	0.05%	321
2025 Q3	$1.98M	Buy	38,663 +1,273	+3%	+$64.9K	0.05%	296
2025 Q2	$1.91M	Buy	+37,390	New	+$1.9M	0.06%	291
2025 Q1	–	Sell	-67,930	Closed	-$3.46M	–	978
2024 Q4	$3.46M	Buy	+67,930	New	+$3.46M	0.05%	355
2020 Q1	–	Sell	-433,352	Closed	-$22.1M	–	541
2019 Q4	$22.1M	Buy	+433,352	New	+$22.1M	0.96%	15
2017 Q2	–	Sell	-140,604	Closed	-$7.15M	–	278
2017 Q1	$7.15M	Buy	+140,604	New	+$7.14M	1.13%	19

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

Independent Advisor Alliance's FLOT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Floating Rate Bond ETF (FLOT) stake by 66% in Q2 2026, selling an estimated $3.69M and leaving 37,291 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #293.

Independent Advisor Alliance first reported a position in FLOT in Q1 2017 and has held it in 8 quarters since. The position peaked at $22.1M in Q4 2019. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Independent Advisor Alliance held 37,291 shares of iShares Floating Rate Bond ETF worth $1.9M as of Q2 2026.
Independent Advisor Alliance sold 72,458 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $3.69M.
iShares Floating Rate Bond ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #293 holding.
Independent Advisor Alliance first reported a position in iShares Floating Rate Bond ETF in Q1 2017 and has held it in 8 quarters since.
Independent Advisor Alliance's iShares Floating Rate Bond ETF position peaked at $22.1M in Q4 2019.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.