Larson Financial Group
FLOT icon

Larson Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Larson Financial 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
Q3 		$3.83K Sell
75
-20
-21% -$1.02K ﹤0.01% 2986
2026
Q2 		$4.85K Buy
+95
New +$4.84K ﹤0.01% 2790
2023
Q3 		– Sell
-1,261
Closed -$64.1K – 1730
2023
Q2 		$64.1K Buy
+1,261
New +$63.7K 0.01% 505

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LPL Financial
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New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Larson Financial Group's FLOT Position: Q3 2026 in Review

Larson Financial Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 21% in Q3 2026, selling an estimated $1.02K and leaving 75 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

Larson Financial Group first reported a position in FLOT in Q2 2023 and has held it in 3 quarters since. The position peaked at $64.1K in Q2 2023. 629 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Larson Financial Group held 75 shares of iShares Floating Rate Bond ETF worth $3.83K as of Q3 2026.
  • Larson Financial Group sold 20 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $1.02K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2986 holding.
  • Larson Financial Group first reported a position in iShares Floating Rate Bond ETF in Q2 2023 and has held it in 3 quarters since.
  • Larson Financial Group's iShares Floating Rate Bond ETF position peaked at $64.1K in Q2 2023.
  • 629 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.