LKBC
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L.K. Benson & Company’s iShares Floating Rate Bond ETF FLOT Stock Holding History

L.K. Benson & Company’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 		$816K Sell
15,982
-281
-2% -$14.3K 0.25% 60
2026
Q1 		$829K Buy
16,263
+78
+0.5% +$3.97K 0.27% 56
2025
Q4 		$823K Buy
16,185
+204
+1% +$10.4K 0.41% 56
2025
Q3 		$816K Buy
15,981
+196
+1% +$9.99K 0.44% 53
2025
Q2 		$805K Sell
15,785
-309
-2% -$15.7K 0.49% 48
2025
Q1 		$822K Sell
16,094
-553
-3% -$28.2K 0.57% 42
2024
Q4 		$847K Buy
+16,647
New +$848K 0.6% 38

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

L.K. Benson & Company's FLOT Position: Q2 2026 in Review

L.K. Benson & Company reduced its iShares Floating Rate Bond ETF (FLOT) stake by 1.7% in Q2 2026, selling an estimated $14.3K and leaving 15,982 shares worth $816K. The position accounts for 0.25% of the portfolio, ranked #60.

L.K. Benson & Company first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $847K in Q4 2024. 206 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • L.K. Benson & Company held 15,982 shares of iShares Floating Rate Bond ETF worth $816K as of Q2 2026.
  • L.K. Benson & Company sold 281 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Floating Rate Bond ETF made up 0.25% of L.K. Benson & Company's portfolio in Q2 2026, its #60 holding.
  • L.K. Benson & Company first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • L.K. Benson & Company's iShares Floating Rate Bond ETF position peaked at $847K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.