Midwest Financial Network’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Midwest Financial Network’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	$479K	Sell	9,374 -2,128	-19%	-$108K	0.33%	74
2026 Q1	$586K	Sell	11,502 -1,636	-12%	-$83.3K	0.47%	55
2025 Q4	$668K	Sell	13,138 -8,163	-38%	-$416K	0.52%	51
2025 Q3	$1.09M	Buy	21,301 +464	+2%	+$23.7K	0.88%	39
2025 Q2	$1.06M	Buy	20,837 +1,408	+7%	+$71.5K	1.06%	38
2025 Q1	$992K	Buy	19,429 +2,325	+14%	+$119K	0.99%	39
2024 Q4	$870K	Buy	+17,104	New	+$871K	0.9%	40

Other funds holding FLOT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

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

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 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

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Midwest Financial Network's FLOT Position: Q2 2026 in Review

Midwest Financial Network reduced its iShares Floating Rate Bond ETF (FLOT) stake by 19% in Q2 2026, selling an estimated $108K and leaving 9,374 shares worth $479K. The position accounts for 0.33% of the portfolio, ranked #74.

Midwest Financial Network first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 206 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Midwest Financial Network held 9,374 shares of iShares Floating Rate Bond ETF worth $479K as of Q2 2026.
Midwest Financial Network sold 2,128 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $108K.
iShares Floating Rate Bond ETF made up 0.33% of Midwest Financial Network's portfolio in Q2 2026, its #74 holding.
Midwest Financial Network first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Financial Network's iShares Floating Rate Bond ETF position peaked at $1.09M in Q3 2025.
206 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.