IFG
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Independent Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Independent Financial Group’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 		$1.91M Buy
37,336
+5,263
+16% +$268K 0.04% 466
2026
Q1 		$1.63M Buy
32,073
+4,056
+14% +$207K 0.04% 460
2025
Q4 		$1.42M Buy
28,017
+2,543
+10% +$130K 0.03% 507
2025
Q3 		$1.3M Sell
25,474
-5,227
-17% -$266K 0.03% 527
2025
Q2 		$1.57M Sell
30,701
-4,300
-12% -$218K 0.04% 408
2025
Q1 		$1.79M Sell
35,001
-5,436
-13% -$277K 0.06% 308
2024
Q4 		$2.06M Buy
40,437
+26,913
+199% +$1.37M 0.07% 288
2024
Q3 		$690K Sell
13,524
-73,335
-84% -$3.74M 0.03% 550
2024
Q2 		$4.44M Buy
86,859
+56,775
+189% +$2.89M 0.18% 112
2024
Q1 		$1.54M Buy
30,084
+5,672
+23% +$289K 0.07% 273
2023
Q4 		$1.24M Sell
24,412
-57,735
-70% -$2.93M 0.07% 307
2023
Q3 		$4.18M Buy
82,147
+65,275
+387% +$3.31M 0.27% 78
2023
Q2 		$857K Sell
16,872
-2,737
-14% -$138K 0.06% 345
2023
Q1 		$988K Buy
19,609
+6,951
+55% +$351K 0.08% 282
2022
Q4 		$637K Buy
12,658
+4,450
+54% +$223K 0.05% 360
2022
Q3 		$413K Buy
8,208
+704
+9% +$35.4K 0.04% 448
2022
Q2 		$375K Sell
7,504
-1,012
-12% -$51K 0.04% 446
2022
Q1 		$430K Buy
8,516
+680
+9% +$34.4K 0.04% 475
2021
Q4 		$398K Buy
7,836
+180
+2% +$9.13K 0.03% 490
2021
Q3 		$389K Buy
7,656
+445
+6% +$22.6K 0.04% 438
2021
Q2 		$366K Sell
7,211
-4,561
-39% -$232K 0.04% 465
2021
Q1 		$598K Sell
11,772
-646
-5% -$32.8K 0.08% 289
2020
Q4 		$630K Sell
12,418
-2,276
-15% -$115K 0.09% 254
2020
Q3 		$745K Buy
14,694
+787
+6% +$39.9K 0.14% 165
2020
Q2 		$704K Sell
13,907
-3,002
-18% -$150K 0.15% 163
2020
Q1 		$824K Buy
+16,909
New +$846K 0.24% 105

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Independent Financial Group's FLOT Position: Q2 2026 in Review

Independent Financial Group increased its iShares Floating Rate Bond ETF (FLOT) stake by 16% in Q2 2026, buying an estimated $268K and bringing the position to 37,336 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #466.

Independent Financial Group first reported a position in FLOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.44M in Q2 2024. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Independent Financial Group held 37,336 shares of iShares Floating Rate Bond ETF worth $1.91M as of Q2 2026.
  • Independent Financial Group bought 5,263 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $268K.
  • iShares Floating Rate Bond ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #466 holding.
  • Independent Financial Group first reported a position in iShares Floating Rate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares Floating Rate Bond ETF position peaked at $4.44M in Q2 2024.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.