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

Meridian 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	$253K	Sell	4,961 -117	-2%	-$5.96K	0.01%	725
2026 Q1	$259K	Hold	5,078	–	–	0.01%	672
2025 Q4	$258K	Sell	5,078 -412	-8%	-$21K	0.01%	657
2025 Q3	$280K	Buy	+5,490	New	+$280K	0.01%	594
2023 Q3	–	Sell	-5,027	Closed	-$255K	–	548
2023 Q2	$255K	Sell	5,027 -10,408	-67%	-$526K	0.02%	468
2023 Q1	$778K	Sell	15,435 -2,786	-15%	-$141K	0.07%	246
2022 Q4	$917K	Sell	18,221 -2,157	-11%	-$108K	0.09%	206
2022 Q3	$1.02M	Sell	20,378 -28,031	-58%	-$1.41M	0.11%	180
2022 Q2	$2.42M	Buy	+48,409	New	+$2.44M	0.2%	127
2019 Q3	–	Sell	-2,048	Closed	-$1.04K	–	285
2019 Q2	$1.04K	Buy	+2,048	New	+$104K	0.04%	270

Other funds holding FLOT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Meridian Wealth Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 2.3% in Q2 2026, selling an estimated $5.96K and leaving 4,961 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #725.

Meridian Wealth Management first reported a position in FLOT in Q2 2019 and has held it in 10 quarters since. The position peaked at $2.42M in Q2 2022. 433 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Meridian Wealth Management held 4,961 shares of iShares Floating Rate Bond ETF worth $253K as of Q2 2026.
Meridian Wealth Management sold 117 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $5.96K.
iShares Floating Rate Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #725 holding.
Meridian Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2019 and has held it in 10 quarters since.
Meridian Wealth Management's iShares Floating Rate Bond ETF position peaked at $2.42M in Q2 2022.
433 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.