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
Q3 		$4.54M Buy
88,899
+2,592
+3% +$132K 0.45% 71
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

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Insight Wealth Strategies's FLOT Position: Q3 2026 in Review

Insight Wealth Strategies increased its iShares Floating Rate Bond ETF (FLOT) stake by 3% in Q3 2026, buying an estimated $132K and bringing the position to 88,899 shares worth $4.54M. The position accounts for 0.45% of the portfolio, ranked #71.

Insight Wealth Strategies first reported a position in FLOT in Q4 2018 and has held it in 32 quarters since. The position peaked at $27.2M in Q1 2021. 32 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Insight Wealth Strategies held 88,899 shares of iShares Floating Rate Bond ETF worth $4.54M as of Q3 2026.
  • Insight Wealth Strategies bought 2,592 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $132K.
  • iShares Floating Rate Bond ETF made up 0.45% of Insight Wealth Strategies's portfolio in Q3 2026, its #71 holding.
  • Insight Wealth Strategies first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and has held it in 32 quarters since.
  • Insight Wealth Strategies's iShares Floating Rate Bond ETF position peaked at $27.2M in Q1 2021.
  • 32 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.