MWM
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Moulton Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Moulton Wealth 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 		$10.2M Buy
200,834
+4,357
+2% +$222K 6.72% 5
2026
Q1 		$9.97M Buy
+196,477
New +$10M 6.78% 3
2025
Q4 		– Sell
-190,557
Closed -$9.73M – 44
2025
Q3 		$9.73M Sell
190,557
-2,035
-1% -$104K 7.08% 5
2025
Q2 		$9.8M Sell
192,592
-21,134
-10% -$1.07M 7.41% 6
2025
Q1 		$10.9M Buy
213,726
+75,075
+54% +$3.83M 8.32% 4
2024
Q4 		$7.05M Buy
+138,651
New +$7.06M 5.42% 6

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

Moulton Wealth Management's FLOT Position: Q2 2026 in Review

Moulton Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 2.2% in Q2 2026, buying an estimated $222K and bringing the position to 200,834 shares worth $10.2M. The position accounts for 6.72% of the portfolio, ranked #5.

Moulton Wealth Management first reported a position in FLOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.9M in Q1 2025. 190 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Moulton Wealth Management held 200,834 shares of iShares Floating Rate Bond ETF worth $10.2M as of Q2 2026.
  • Moulton Wealth Management bought 4,357 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $222K.
  • iShares Floating Rate Bond ETF made up 6.72% of Moulton Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Moulton Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Moulton Wealth Management's iShares Floating Rate Bond ETF position peaked at $10.9M in Q1 2025.
  • 190 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.