IWN
FLOT icon

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

Independent Wealth Network’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 		$1.65M Sell
32,300
-10,441
-24% -$532K 0.42% 58
2026
Q1 		$2.18M Sell
42,741
-721
-2% -$36.7K 0.65% 36
2025
Q4 		$2.21M Sell
43,462
-3,053
-7% -$156K 0.68% 34
2025
Q3 		$2.38M Buy
46,515
+8,691
+23% +$443K 0.76% 29
2025
Q2 		$1.93M Sell
37,824
-802
-2% -$40.7K 0.7% 35
2025
Q1 		$1.97M Buy
38,626
+16,489
+74% +$841K 0.79% 32
2024
Q4 		$1.13M Buy
22,137
+466
+2% +$23.7K 0.46% 56
2024
Q3 		$1.11M Buy
21,671
+175
+0.8% +$8.91K 0.49% 47
2024
Q2 		$1.1M Buy
21,496
+387
+2% +$19.7K 0.51% 45
2024
Q1 		$1.08M Sell
21,109
-1,889
-8% -$96.1K 0.51% 48
2023
Q4 		$1.16M Buy
22,998
+646
+3% +$32.8K 0.61% 38
2023
Q3 		$1.14M Buy
22,352
+156
+0.7% +$7.91K 0.7% 35
2023
Q2 		$1.13M Sell
22,196
-18,101
-45% -$915K 0.68% 33
2023
Q1 		$2.03M Buy
40,297
+798
+2% +$40.3K 1.3% 16
2022
Q4 		$1.99M Buy
39,499
+256
+0.7% +$12.9K 1.36% 16
2022
Q3 		$1.97M Buy
39,243
+956
+2% +$48K 1.54% 12
2022
Q2 		$1.91M Sell
38,287
-665
-2% -$33.5K 1.38% 14
2022
Q1 		$1.97M Buy
38,952
+29,970
+334% +$1.52M 1.25% 18
2021
Q4 		$456K Buy
8,982
+1,600
+22% +$81.2K 0.28% 100
2021
Q3 		$375K Buy
+7,382
New +$375K 0.25% 113

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Independent Wealth Network's FLOT Position: Q2 2026 in Review

Independent Wealth Network reduced its iShares Floating Rate Bond ETF (FLOT) stake by 24% in Q2 2026, selling an estimated $532K and leaving 32,300 shares worth $1.65M. The position accounts for 0.42% of the portfolio, ranked #58.

Independent Wealth Network first reported a position in FLOT in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.38M in Q3 2025. 176 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Independent Wealth Network held 32,300 shares of iShares Floating Rate Bond ETF worth $1.65M as of Q2 2026.
  • Independent Wealth Network sold 10,441 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $532K.
  • iShares Floating Rate Bond ETF made up 0.42% of Independent Wealth Network's portfolio in Q2 2026, its #58 holding.
  • Independent Wealth Network first reported a position in iShares Floating Rate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's iShares Floating Rate Bond ETF position peaked at $2.38M in Q3 2025.
  • 176 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.