LWM
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Lodestone Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Lodestone 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 		$9.39K Hold
184
– – ﹤0.01% 527
2026
Q1 		$9.38K Hold
184
– – ﹤0.01% 524
2025
Q4 		$9.36K Buy
+184
New +$9.37K ﹤0.01% 517

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

Lodestone Wealth Management's FLOT Position: Q2 2026 in Review

Lodestone Wealth Management held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 184 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Lodestone Wealth Management first reported a position in FLOT in Q4 2025 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Lodestone Wealth Management held 184 shares of iShares Floating Rate Bond ETF worth $9.39K as of Q2 2026.
  • Lodestone Wealth Management left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Lodestone Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.