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Patton Albertson Miller Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Patton Albertson Miller Group’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 		$204K Sell
4,000
-500
-11% -$25.5K 0.02% 210
2026
Q1 		$229K Hold
4,500
– – 0.03% 198
2025
Q4 		$229K Hold
4,500
– – 0.03% 203
2025
Q3 		$230K Buy
+4,500
New +$229K 0.03% 196
2020
Q2 		– Sell
-6,019
Closed -$293K – 209
2020
Q1 		$293K Sell
6,019
-3,800
-39% -$190K 0.1% 179
2019
Q4 		$500K Sell
9,819
-42,953
-81% -$2.19M 0.13% 163
2019
Q3 		$2.69M Sell
52,772
-22,539
-30% -$1.15M 0.76% 32
2019
Q2 		$3.83M Sell
75,311
-95,564
-56% -$4.86M 1.11% 11
2019
Q1 		$8.7M Sell
170,875
-69,447
-29% -$3.52M 4.41% 2
2018
Q4 		$12.2M Sell
240,322
-156,612
-39% -$7.95M 6.5% 2
2018
Q3 		$20.2M Buy
396,934
+137,053
+53% +$6.99M 10.24% 2
2018
Q2 		$13.3M Buy
259,881
+218,750
+532% +$11.1M 6.69% 2
2018
Q1 		$2.1M Buy
41,131
+16,664
+68% +$849K 0.94% 24
2017
Q4 		$1.24M Sell
24,467
-2,580
-10% -$131K 0.51% 64
2017
Q3 		$1.38M Buy
27,047
+6,240
+30% +$318K 0.6% 56
2017
Q2 		$1.06M Sell
20,807
-715
-3% -$36.4K 0.47% 71
2017
Q1 		$1.09M Buy
21,522
+1,527
+8% +$77.6K 0.45% 76
2016
Q4 		$1.01M Buy
19,995
+11,130
+126% +$565K 0.43% 72
2016
Q3 		$450K Buy
+8,865
New +$449K 0.2% 102

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

Patton Albertson Miller Group's FLOT Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 11% in Q2 2026, selling an estimated $25.5K and leaving 4,000 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #210.

Patton Albertson Miller Group first reported a position in FLOT in Q3 2016 and has held it in 19 quarters since. The position peaked at $20.2M in Q3 2018. 209 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Patton Albertson Miller Group held 4,000 shares of iShares Floating Rate Bond ETF worth $204K as of Q2 2026.
  • Patton Albertson Miller Group sold 500 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $25.5K.
  • iShares Floating Rate Bond ETF made up 0.02% of Patton Albertson Miller Group's portfolio in Q2 2026, its #210 holding.
  • Patton Albertson Miller Group first reported a position in iShares Floating Rate Bond ETF in Q3 2016 and has held it in 19 quarters since.
  • Patton Albertson Miller Group's iShares Floating Rate Bond ETF position peaked at $20.2M in Q3 2018.
  • 209 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.