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MJT & Associates Financial Advisory’s iShares Floating Rate Bond ETF FLOT Stock Holding History

MJT & Associates Financial Advisory’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 		$307 Hold
6
– – ﹤0.01% 420
2026
Q2 		$307 Sell
6
-1
-14% -$51 ﹤0.01% 446
2026
Q1 		$357 Hold
7
– – ﹤0.01% 422
2025
Q4 		$357 Sell
7
-1
-13% -$51 ﹤0.01% 425
2025
Q3 		$409 Sell
8
-80
-91% -$4.08K ﹤0.01% 438
2025
Q2 		$4.49K Hold
88
– – 0.01% 319
2025
Q1 		$4.49K Buy
+88
New +$4.49K ﹤0.01% 312

Other funds holding FLOT

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

MJT & Associates Financial Advisory's FLOT Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares Floating Rate Bond ETF (FLOT) position steady in Q3 2026 at 6 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #420.

MJT & Associates Financial Advisory first reported a position in FLOT in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.49K in Q1 2025. 32 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • MJT & Associates Financial Advisory held 6 shares of iShares Floating Rate Bond ETF worth $307 as of Q3 2026.
  • MJT & Associates Financial Advisory left its iShares Floating Rate Bond ETF share count unchanged in Q3 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #420 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's iShares Floating Rate Bond ETF position peaked at $4.49K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.