KFA Private Wealth Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

KFA Private Wealth 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	–	Sell	-13,627	Closed	-$694K	–	155
2026 Q1	$694K	Sell	13,627 -117	-0.9%	-$5.96K	0.17%	66
2025 Q4	$699K	Hold	13,744	–	–	0.17%	61
2025 Q3	$702K	Hold	13,744	–	–	0.2%	55
2025 Q2	$701K	Hold	13,744	–	–	0.22%	55
2025 Q1	$702K	Buy	+13,744	New	+$701K	0.25%	49

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KFA Private Wealth Group's FLOT Position: Q2 2026 in Review

KFA Private Wealth Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 13,627 shares — an estimated $694K sold.

KFA Private Wealth Group first reported a position in FLOT in Q1 2025 and held it in 5 quarters. The position peaked at $702K in Q3 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

KFA Private Wealth Group reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
KFA Private Wealth Group sold 13,627 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $694K.
KFA Private Wealth Group first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and held it in 5 quarters.
KFA Private Wealth Group's iShares Floating Rate Bond ETF position peaked at $702K in Q3 2025.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.