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Pinnacle Wealth Planning Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.94K Hold
38
– – ﹤0.01% 2488
2026
Q1 		$1.94K Buy
+38
New +$1.94K ﹤0.01% 2449
2019
Q1 		– Sell
-5,227
Closed -$263K – 173
2018
Q4 		$263K Buy
+5,227
New +$265K 0.17% 105

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pinnacle Wealth Planning Services's FLOT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 38 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Pinnacle Wealth Planning Services first reported a position in FLOT in Q4 2018 and has held it in 3 quarters since. The position peaked at $263K in Q4 2018. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 38 shares of iShares Floating Rate Bond ETF worth $1.94K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2488 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's iShares Floating Rate Bond ETF position peaked at $263K in Q4 2018.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.