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

Perspective 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	$973K	Buy	+19,058	New	+$971K	0.54%	35

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

Perspective Wealth Advisors's FLOT Position: Q2 2026 in Review

Perspective Wealth Advisors opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 19,058 shares worth $973K. The stake represents 0.54% of the portfolio and ranks #35 among its holdings.

686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Perspective Wealth Advisors held 19,058 shares of iShares Floating Rate Bond ETF worth $973K as of Q2 2026.
iShares Floating Rate Bond ETF was a new Perspective Wealth Advisors position in Q2 2026.
iShares Floating Rate Bond ETF made up 0.54% of Perspective Wealth Advisors's portfolio in Q2 2026, its #35 holding.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.