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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.6K Buy
404
+4
+1% +$204 ﹤0.01% 653
2026
Q1
$20.4K Buy
+400
New +$20.4K ﹤0.01% 611

Other funds holding FLOT

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

Physician Wealth Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 1% in Q2 2026, buying an estimated $204 and bringing the position to 404 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Physician Wealth Advisors first reported a position in FLOT in Q1 2026 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Physician Wealth Advisors held 404 shares of iShares Floating Rate Bond ETF worth $20.6K as of Q2 2026.
  • Physician Wealth Advisors bought 4 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $204.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #653 holding.
  • Physician Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.