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Monument Capital Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Monument Capital Management’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 		$5.07M Buy
+99,394
New +$5.06M 1.02% 28
2026
Q1 		– Sell
-93,040
Closed -$4.73M – 231
2025
Q4 		$4.73M Sell
93,040
-846
-0.9% -$43.1K 1.18% 25
2025
Q3 		$4.8M Sell
93,886
-91
-0.1% -$4.64K 1.2% 20
2025
Q2 		$4.79M Buy
+93,977
New +$4.77M 1.25% 19

Other funds holding FLOT

HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Monument Capital Management's FLOT Position: Q2 2026 in Review

Monument Capital Management opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 99,394 shares worth $5.07M. The stake represents 1.02% of the portfolio and ranks #28 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in FLOT as recently as Q4 2025.

Monument Capital Management first reported a position in FLOT in Q2 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Monument Capital Management held 99,394 shares of iShares Floating Rate Bond ETF worth $5.07M as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Monument Capital Management position in Q2 2026.
  • iShares Floating Rate Bond ETF made up 1.02% of Monument Capital Management's portfolio in Q2 2026, its #28 holding.
  • Monument Capital Management first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.