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Kingswood Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Kingswood Wealth Advisors’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 		$1.31M Buy
25,608
+11,673
+84% +$595K 0.05% 346
2026
Q1 		$710K Buy
13,935
+2,505
+22% +$128K 0.03% 455
2025
Q4 		$581K Buy
11,430
+2,916
+34% +$149K 0.03% 486
2025
Q3 		$435K Sell
8,514
-812
-9% -$41.4K 0.03% 517
2025
Q2 		$476K Sell
9,326
-1,070
-10% -$54.4K 0.04% 429
2025
Q1 		$531K Buy
10,396
+6,124
+143% +$312K 0.05% 376
2024
Q4 		$217K Buy
+4,272
New +$218K 0.02% 713

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

Kingswood Wealth Advisors's FLOT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 84% in Q2 2026, buying an estimated $595K and bringing the position to 25,608 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #346.

Kingswood Wealth Advisors first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Kingswood Wealth Advisors held 25,608 shares of iShares Floating Rate Bond ETF worth $1.31M as of Q2 2026.
  • Kingswood Wealth Advisors bought 11,673 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $595K.
  • iShares Floating Rate Bond ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #346 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.