Mayflower Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Mayflower Financial Advisors’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	$2.06M	Buy	+40,442	New	+$2.06M	0.18%	113
2022 Q4	–	Sell	-5,141	Closed	-$258K	–	355
2022 Q3	$258K	Buy	+5,141	New	+$258K	0.04%	270
2021 Q4	–	Sell	-5,799	Closed	-$295K	–	358
2021 Q3	$295K	Buy	5,799 +1	+0%	+$51	0.04%	263
2021 Q2	$295K	Hold	5,798	–	–	0.04%	248
2021 Q1	$294K	Buy	5,798 +7	+0.1%	+$356	0.04%	233
2020 Q4	$294K	Buy	+5,791	New	+$294K	0.05%	210

Other funds holding FLOT

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

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

VWM

Vertrix Wealth Management Troy, Michigan $297M AUM

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

Mayflower Financial Advisors's FLOT Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 40,442 shares worth $2.06M. The stake represents 0.18% of the portfolio and ranks #113 among its holdings. This is a return to the name: Mayflower Financial Advisors previously reported a position in FLOT as recently as Q3 2022.

Mayflower Financial Advisors first reported a position in FLOT in Q4 2020 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Mayflower Financial Advisors held 40,442 shares of iShares Floating Rate Bond ETF worth $2.06M as of Q2 2026.
iShares Floating Rate Bond ETF was a new Mayflower Financial Advisors position in Q2 2026.
iShares Floating Rate Bond ETF made up 0.18% of Mayflower Financial Advisors's portfolio in Q2 2026, its #113 holding.
Mayflower Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and has held it in 6 quarters since.
103 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.