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 Q3	$480K	Buy	9,400 +26	+0.3%	+$1.32K	0.33%	82
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return

Midwest Financial Network's FLOT Position: Q3 2026 in Review

Midwest Financial Network increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.28% in Q3 2026, buying an estimated $1.32K and bringing the position to 9,400 shares worth $480K. The position accounts for 0.33% of the portfolio, ranked #82.

Midwest Financial Network first reported a position in FLOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2025. 498 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

Midwest Financial Network held 9,400 shares of iShares Floating Rate Bond ETF worth $480K as of Q3 2026.
Midwest Financial Network bought 26 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $1.32K.
iShares Floating Rate Bond ETF made up 0.33% of Midwest Financial Network's portfolio in Q3 2026, its #82 holding.
Midwest Financial Network first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's iShares Floating Rate Bond ETF position peaked at $1.09M in Q3 2025.
498 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.