OPWM
FLOT icon

Oxinas Partners Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Oxinas Partners 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 		$3.41M Buy
66,830
+9,632
+17% +$491K 1.34% 21
2026
Q1 		$2.91M Buy
57,198
+19,727
+53% +$1M 1.33% 21
2025
Q4 		$1.91M Buy
37,471
+3,332
+10% +$170K 0.92% 32
2025
Q3 		$1.74M Sell
34,139
-595
-2% -$30.3K 0.93% 27
2025
Q2 		$1.77M Sell
34,734
-38,537
-53% -$1.96M 0.91% 32
2025
Q1 		$3.74M Buy
73,271
+64,298
+717% +$3.28M 2.21% 12
2024
Q4 		$457K Sell
8,973
-5,240
-37% -$267K 0.27% 77
2024
Q3 		$725K Sell
14,213
-17,271
-55% -$880K 0.44% 58
2024
Q2 		$1.61M Sell
31,484
-13,530
-30% -$690K 1.07% 28
2024
Q1 		$2.3M Sell
45,014
-115
-0.3% -$5.85K 1.49% 24
2023
Q4 		$2.28M Sell
45,129
-18,121
-29% -$919K 1.62% 21
2023
Q3 		$3.22M Sell
63,250
-4,430
-7% -$225K 2.39% 13
2023
Q2 		$3.44M Sell
67,680
-10,538
-13% -$533K 2.26% 11
2023
Q1 		$3.94M Buy
78,218
+498
+0.6% +$25.1K 2.84% 10
2022
Q4 		$3.91M Buy
77,720
+212
+0.3% +$10.6K 3.3% 9
2022
Q3 		$3.9M Buy
77,508
+65,651
+554% +$3.3M 3.22% 10
2022
Q2 		$592K Sell
11,857
-8,709
-42% -$439K 0.45% 50
2022
Q1 		$1.04M Buy
20,566
+1,158
+6% +$58.6K 0.65% 39
2021
Q4 		$985K Buy
19,408
+14,092
+265% +$715K 0.56% 49
2021
Q3 		$270K Buy
5,316
+478
+10% +$24.3K 0.16% 124
2021
Q2 		$246K Sell
4,838
-19
-0.4% -$965 0.14% 133
2021
Q1 		$247K Buy
+4,857
New +$247K 0.16% 118

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
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
VWM
Vertrix Wealth Management Troy, Michigan $297M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

Oxinas Partners Wealth Management's FLOT Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 17% in Q2 2026, buying an estimated $491K and bringing the position to 66,830 shares worth $3.41M. The position accounts for 1.34% of the portfolio, ranked #21.

Oxinas Partners Wealth Management first reported a position in FLOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.94M in Q1 2023. 103 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Oxinas Partners Wealth Management held 66,830 shares of iShares Floating Rate Bond ETF worth $3.41M as of Q2 2026.
  • Oxinas Partners Wealth Management bought 9,632 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $491K.
  • iShares Floating Rate Bond ETF made up 1.34% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Oxinas Partners Wealth Management's iShares Floating Rate Bond ETF position peaked at $3.94M in Q1 2023.
  • 103 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.