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Lavaca Capital’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Lavaca Capital’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 		$58.5K Buy
1,146
+12
+1% +$611 0.01% 193
2026
Q1 		$57.8K Buy
1,134
+8
+0.7% +$407 0.01% 158
2025
Q4 		$57.3K Buy
+1,126
New +$57.4K 0.01% 159
2019
Q2 		– Sell
-577
Closed -$29K – 182
2019
Q1 		$29K Buy
+577
New +$29.3K 0.02% 188

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

Lavaca Capital's FLOT Position: Q2 2026 in Review

Lavaca Capital increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.1% in Q2 2026, buying an estimated $611 and bringing the position to 1,146 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #193.

Lavaca Capital first reported a position in FLOT in Q1 2019 and has held it in 4 quarters since. 688 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Lavaca Capital held 1,146 shares of iShares Floating Rate Bond ETF worth $58.5K as of Q2 2026.
  • Lavaca Capital bought 12 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $611.
  • iShares Floating Rate Bond ETF made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #193 holding.
  • Lavaca Capital first reported a position in iShares Floating Rate Bond ETF in Q1 2019 and has held it in 4 quarters since.
  • 688 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.