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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
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

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

Larson Financial Group's FLOT Position: Q2 2026 in Review

Larson Financial Group opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 95 shares worth $4.85K. The stake represents ﹤0.01% of the portfolio and ranks #2790 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in FLOT as recently as Q2 2023.

Larson Financial Group first reported a position in FLOT in Q2 2023 and has held it in 2 quarters since. The position peaked at $64.1K in Q2 2023. 688 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Larson Financial Group held 95 shares of iShares Floating Rate Bond ETF worth $4.85K as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Larson Financial Group position in Q2 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2790 holding.
  • Larson Financial Group first reported a position in iShares Floating Rate Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • Larson Financial Group's iShares Floating Rate Bond ETF position peaked at $64.1K in Q2 2023.
  • 688 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.