IWS
FLOT icon

Insight Wealth Strategies’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Insight Wealth Strategies’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 		$4.39M Buy
86,307
+5,942
+7% +$303K 0.43% 79
2026
Q1 		$4.09M Buy
80,365
+791
+1% +$40.3K 0.46% 70
2025
Q4 		$4.05M Buy
79,574
+4,836
+6% +$246K 0.46% 72
2025
Q3 		$3.82M Sell
74,738
-81
-0.1% -$4.13K 0.45% 76
2025
Q2 		$3.8M Sell
74,819
-4,426
-6% -$225K 0.48% 71
2025
Q1 		$4.05M Sell
79,245
-1,283
-2% -$65.4K 0.54% 53
2024
Q4 		$4.1M Sell
80,528
-730
-0.9% -$37.2K 0.55% 54
2024
Q3 		$4.15M Buy
81,258
+8,774
+12% +$447K 0.55% 48
2024
Q2 		$3.7M Buy
72,484
+5,863
+9% +$299K 0.53% 48
2024
Q1 		$3.4M Buy
66,621
+3,414
+5% +$174K 0.5% 49
2023
Q4 		$3.2M Buy
63,207
+4,129
+7% +$209K 0.52% 36
2023
Q3 		$3.01M Sell
59,078
-343,482
-85% -$17.4M 0.58% 29
2023
Q2 		$20.5M Sell
402,560
-86,805
-18% -$4.39M 3.92% 10
2023
Q1 		$24.7M Buy
489,365
+33,923
+7% +$1.71M 4.83% 4
2022
Q4 		$22.9M Buy
455,442
+3,160
+0.7% +$159K 4.43% 9
2022
Q3 		$22.6M Hold
452,282
– – 4.19% 11
2022
Q2 		$22.6M Sell
452,282
-7,756
-2% -$391K 4.19% 11
2022
Q1 		$23.2M Buy
460,038
+9,714
+2% +$492K 3.43% 14
2021
Q4 		$22.8M Buy
450,324
+5,791
+1% +$294K 3.26% 15
2021
Q3 		$22.6M Sell
444,533
-82,457
-16% -$4.19M 3.18% 16
2021
Q2 		$26.8M Sell
526,990
-8,871
-2% -$450K 3.81% 8
2021
Q1 		$27.2M Buy
535,861
+56,977
+12% +$2.89M 3.65% 10
2020
Q4 		$24.3M Buy
478,884
+24,271
+5% +$1.23M 4.12% 8
2020
Q3 		$23.1M Sell
454,613
-50,908
-10% -$2.58M 4.28% 8
2020
Q2 		$25.6M Sell
505,521
-3,878
-0.8% -$194K 5.69% 5
2020
Q1 		$24.8M Buy
509,399
+469,927
+1,191% +$23.5M 6.61% 5
2019
Q4 		$2.01M Buy
39,472
+1,912
+5% +$97.4K 0.43% 44
2019
Q3 		$1.91M Sell
37,560
-3,587
-9% -$183K 0.45% 42
2019
Q2 		$2.1M Sell
41,147
-2,699
-6% -$137K 0.51% 30
2019
Q1 		$2.23M Sell
43,846
-344,756
-89% -$17.5M 0.62% 30
2018
Q4 		$19.6M Buy
+388,602
New +$19.7M 6% 5

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Insight Wealth Strategies's FLOT Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares Floating Rate Bond ETF (FLOT) stake by 7.4% in Q2 2026, buying an estimated $303K and bringing the position to 86,307 shares worth $4.39M. The position accounts for 0.43% of the portfolio, ranked #79.

Insight Wealth Strategies first reported a position in FLOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $27.2M in Q1 2021. 227 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Insight Wealth Strategies held 86,307 shares of iShares Floating Rate Bond ETF worth $4.39M as of Q2 2026.
  • Insight Wealth Strategies bought 5,942 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $303K.
  • iShares Floating Rate Bond ETF made up 0.43% of Insight Wealth Strategies's portfolio in Q2 2026, its #79 holding.
  • Insight Wealth Strategies first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares Floating Rate Bond ETF position peaked at $27.2M in Q1 2021.
  • 227 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.