Independent Solutions Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Independent Solutions Wealth Management’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	$6.45M	Buy	126,330 +379	+0.3%	+$19.3K	0.84%	29
2026 Q1	$6.42M	Buy	125,951 +54,615	+77%	+$2.78M	0.94%	28
2025 Q4	$3.63M	Buy	71,336 +11,575	+19%	+$590K	0.67%	49
2025 Q3	$3.05M	Buy	59,761 +6,371	+12%	+$325K	0.54%	62
2025 Q2	$2.72M	Buy	53,390 +2,277	+4%	+$116K	0.53%	60
2025 Q1	$2.61M	Buy	51,113 +3,817	+8%	+$195K	0.58%	55
2024 Q4	$2.41M	Buy	47,296 +32,734	+225%	+$1.67M	0.53%	56
2024 Q3	$743K	Buy	+14,562	New	+$742K	0.17%	106

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 Solutions Wealth Management's FLOT Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.3% in Q2 2026, buying an estimated $19.3K and bringing the position to 126,330 shares worth $6.45M. The position accounts for 0.84% of the portfolio, ranked #29.

Independent Solutions Wealth Management first reported a position in FLOT in Q3 2024 and has held it in 8 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Independent Solutions Wealth Management held 126,330 shares of iShares Floating Rate Bond ETF worth $6.45M as of Q2 2026.
Independent Solutions Wealth Management bought 379 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $19.3K.
iShares Floating Rate Bond ETF made up 0.84% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #29 holding.
Independent Solutions Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and has held it in 8 quarters since.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.