Next Level Wealth Planning’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Next Level Wealth Planning’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	$4.95K	Buy	+97	New	+$4.94K	﹤0.01%	387

Other funds holding FLOT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Next Level Wealth Planning's FLOT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2026: 97 shares worth $4.95K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings.

416 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

Next Level Wealth Planning held 97 shares of iShares Floating Rate Bond ETF worth $4.95K as of Q3 2026.
iShares Floating Rate Bond ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Floating Rate Bond ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #387 holding.
416 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.