New Insight Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

New Insight Wealth Advisors’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	$922K	Buy	18,070 +12,665	+234%	+$645K	0.27%	59
2026 Q1	$275K	Sell	5,405 -3,021	-36%	-$154K	0.1%	96
2025 Q4	$429K	Sell	8,426 -5,244	-38%	-$267K	0.15%	78
2025 Q3	$698K	Buy	13,670 +933	+7%	+$47.6K	0.26%	60
2025 Q2	$650K	Buy	+12,737	New	+$647K	0.27%	56
2024 Q4	–	Sell	-8,043	Closed	-$411K	–	94
2024 Q3	$411K	Sell	8,043 -665	-8%	-$33.9K	0.22%	56
2024 Q2	$445K	Sell	8,708 -4,705	-35%	-$240K	0.26%	49
2024 Q1	$685K	Sell	13,413 -7,232	-35%	-$368K	0.43%	38
2023 Q4	$1.05M	Buy	+20,645	New	+$1.05M	0.7%	29

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

New Insight Wealth Advisors's FLOT Position: Q2 2026 in Review

New Insight Wealth Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 234% in Q2 2026, buying an estimated $645K and bringing the position to 18,070 shares worth $922K. The position accounts for 0.27% of the portfolio, ranked #59.

New Insight Wealth Advisors first reported a position in FLOT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.05M in Q4 2023. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

New Insight Wealth Advisors held 18,070 shares of iShares Floating Rate Bond ETF worth $922K as of Q2 2026.
New Insight Wealth Advisors bought 12,665 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $645K.
iShares Floating Rate Bond ETF made up 0.27% of New Insight Wealth Advisors's portfolio in Q2 2026, its #59 holding.
New Insight Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 9 quarters since.
New Insight Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $1.05M in Q4 2023.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.