MFG
FLOT icon

Merit Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Merit Financial Group’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 		$15.1M Buy
296,646
+12,663
+4% +$645K 0.09% 194
2026
Q1 		$14.5M Buy
283,983
+13,692
+5% +$697K 0.11% 173
2025
Q4 		$13.7M Buy
270,291
+163,030
+152% +$8.3M 0.11% 154
2025
Q3 		$5.48M Sell
107,261
-3,066
-3% -$156K 0.05% 302
2025
Q2 		$5.63M Buy
110,327
+47,349
+75% +$2.41M 0.06% 241
2025
Q1 		$3.22M Buy
62,978
+45,901
+269% +$2.34M 0.05% 305
2024
Q4 		$869K Buy
17,077
+3,615
+27% +$184K 0.02% 542
2024
Q3 		$687K Buy
13,462
+4,504
+50% +$229K 0.02% 494
2024
Q2 		$458K Sell
8,958
-186
-2% -$9.48K 0.01% 599
2024
Q1 		$465K Buy
+9,144
New +$465K 0.01% 582
2022
Q3 		– Sell
-25,031
Closed -$1.25M – 599
2022
Q2 		$1.25M Buy
+25,031
New +$1.26M 0.04% 226

Other funds holding FLOT

DC
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
LG
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
RA
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
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Merit Financial Group's FLOT Position: Q2 2026 in Review

Merit Financial Group increased its iShares Floating Rate Bond ETF (FLOT) stake by 4.5% in Q2 2026, buying an estimated $645K and bringing the position to 296,646 shares worth $15.1M. The position accounts for 0.09% of the portfolio, ranked #194.

Merit Financial Group first reported a position in FLOT in Q2 2022 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Merit Financial Group held 296,646 shares of iShares Floating Rate Bond ETF worth $15.1M as of Q2 2026.
  • Merit Financial Group bought 12,663 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $645K.
  • iShares Floating Rate Bond ETF made up 0.09% of Merit Financial Group's portfolio in Q2 2026, its #194 holding.
  • Merit Financial Group first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 11 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.