QUANTUM FINANCIAL PARTNERS LLC’s iShares Floating Rate Bond ETF FLOT Stock Holding History

QUANTUM FINANCIAL PARTNERS LLC’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	$1.95M	Buy	+38,230	New	+$1.95M	1%	28

Other funds holding FLOT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

QUANTUM FINANCIAL PARTNERS LLC's FLOT Position: Q2 2026 in Review

QUANTUM FINANCIAL PARTNERS LLC opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 38,230 shares worth $1.95M. The stake represents 1% of the portfolio and ranks #28 among its holdings.

138 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

QUANTUM FINANCIAL PARTNERS LLC held 38,230 shares of iShares Floating Rate Bond ETF worth $1.95M as of Q2 2026.
iShares Floating Rate Bond ETF was a new QUANTUM FINANCIAL PARTNERS LLC position in Q2 2026.
iShares Floating Rate Bond ETF made up 1% of QUANTUM FINANCIAL PARTNERS LLC's portfolio in Q2 2026, its #28 holding.
138 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on QUANTUM FINANCIAL PARTNERS LLC's 13F filing for Q2 2026, filed 20 Jul 2026.