Lake Hills Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Lake Hills Wealth Management’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	$5.25M	Buy	+102,776	New	+$5.24M	2.38%	15

Other funds holding FLOT

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lake Hills Wealth Management's FLOT Position: Q2 2026 in Review

Lake Hills Wealth Management opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 102,776 shares worth $5.25M. The stake represents 2.38% of the portfolio and ranks #15 among its holdings.

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

Lake Hills Wealth Management held 102,776 shares of iShares Floating Rate Bond ETF worth $5.25M as of Q2 2026.
iShares Floating Rate Bond ETF was a new Lake Hills Wealth Management position in Q2 2026.
iShares Floating Rate Bond ETF made up 2.38% of Lake Hills Wealth Management's portfolio in Q2 2026, its #15 holding.
290 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.