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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
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

DC
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
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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

MJT & Associates Financial Advisory's FLOT Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares Floating Rate Bond ETF (FLOT) stake by 14% in Q2 2026, selling an estimated $51 and leaving 6 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #446.

MJT & Associates Financial Advisory first reported a position in FLOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.49K in Q1 2025. 206 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • MJT & Associates Financial Advisory held 6 shares of iShares Floating Rate Bond ETF worth $307 as of Q2 2026.
  • MJT & Associates Financial Advisory sold 1 iShares Floating Rate Bond ETF share in Q2 2026, an estimated $51.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #446 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's iShares Floating Rate Bond ETF position peaked at $4.49K in Q1 2025.
  • 206 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.