IAG
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Investment Advisory Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Investment Advisory 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 		$225K Hold
4,398
– – 0.05% 202
2026
Q1 		$224K Hold
4,398
– – 0.06% 183
2025
Q4 		$224K Hold
4,398
– – 0.06% 180
2025
Q3 		$225K Hold
4,398
– – 0.06% 176
2025
Q2 		$224K Sell
4,398
-100
-2% -$5.08K 0.07% 161
2025
Q1 		$230K Hold
4,498
– – 0.08% 152
2024
Q4 		$229K Hold
4,498
– – 0.08% 150
2024
Q3 		$230K Hold
4,498
– – 0.08% 153
2024
Q2 		$230K Hold
4,498
– – 0.09% 143
2024
Q1 		$230K Hold
4,498
– – 0.1% 141
2023
Q4 		$228K Hold
4,498
– – 0.1% 132
2023
Q3 		$229K Hold
4,498
– – 0.12% 122
2023
Q2 		$229K Sell
4,498
-1,704
-27% -$86.1K 0.12% 123
2023
Q1 		$313K Hold
6,202
– – 0.18% 95
2022
Q4 		$312K Hold
6,202
– – 0.19% 96
2022
Q3 		$312K Hold
6,202
– – 0.22% 84
2022
Q2 		$310K Hold
6,202
– – 0.21% 87
2022
Q1 		$313K Buy
6,202
+257
+4% +$13K 0.19% 93
2021
Q4 		$301K Buy
+5,945
New +$302K 0.19% 90

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

Investment Advisory Group's FLOT Position: Q2 2026 in Review

Investment Advisory Group held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 4,398 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #202.

Investment Advisory Group first reported a position in FLOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $313K in Q1 2022. 688 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Investment Advisory Group held 4,398 shares of iShares Floating Rate Bond ETF worth $225K as of Q2 2026.
  • Investment Advisory Group left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #202 holding.
  • Investment Advisory Group first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's iShares Floating Rate Bond ETF position peaked at $313K in Q1 2022.
  • 688 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.