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MBM Wealth Consultants’s iShares Floating Rate Bond ETF FLOT Stock Holding History

MBM Wealth Consultants’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 		– Sell
-188
Closed -$9.58K – 214
2026
Q1 		$9.58K Buy
+188
New +$9.57K ﹤0.01% 244
2024
Q3 		– Sell
-161,721
Closed -$8.23M – 107
2024
Q2 		$8.23M Sell
161,721
-3,936
-2% -$201K 2.81% 10
2024
Q1 		$8.46M Buy
165,657
+12,084
+8% +$615K 2.98% 10
2023
Q4 		$7.82M Buy
153,573
+25,888
+20% +$1.31M 2.92% 10
2023
Q3 		$6.48M Buy
127,685
+17,224
+16% +$874K 2.82% 10
2023
Q2 		$5.59M Sell
110,461
-49,859
-31% -$2.52M 2.4% 12
2023
Q1 		$9.26M Hold
160,320
– – 3.77% 8
2022
Q4 		$8.07M Buy
160,320
+7,810
+5% +$392K 3.74% 9
2022
Q3 		$7.66M Buy
152,510
+78,414
+106% +$3.94M 3.69% 9
2022
Q2 		$3.7M Buy
+74,096
New +$3.73M 1.81% 13

Other funds holding FLOT

HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MBM Wealth Consultants's FLOT Position: Q2 2026 in Review

MBM Wealth Consultants sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 188 shares — an estimated $9.58K sold.

MBM Wealth Consultants first reported a position in FLOT in Q2 2022 and held it in 10 quarters. The position peaked at $9.26M in Q1 2023. 315 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • MBM Wealth Consultants reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 188 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $9.58K.
  • MBM Wealth Consultants first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and held it in 10 quarters.
  • MBM Wealth Consultants's iShares Floating Rate Bond ETF position peaked at $9.26M in Q1 2023.
  • 315 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

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