Plotkin Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Plotkin Financial 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	$350K	Hold	6,855	–	–	0.15%	77
2026 Q1	$349K	Hold	6,855	–	–	0.18%	71
2025 Q4	$349K	Buy	6,855 +1,055	+18%	+$53.7K	0.17%	73
2025 Q3	$296K	Buy	+5,800	New	+$296K	0.15%	77
2021 Q3	–	Sell	-5,930	Closed	-$301K	–	96
2021 Q2	$301K	Buy	5,930 +1,500	+34%	+$76.2K	0.17%	75
2021 Q1	$225K	Sell	4,430 -1,310	-23%	-$66.6K	0.14%	69
2020 Q4	$291K	Buy	5,740 +1,600	+39%	+$81.1K	0.19%	52
2020 Q3	$210K	Buy	+4,140	New	+$210K	0.23%	59
2020 Q1	–	Sell	-16,183	Closed	-$824K	–	58
2019 Q4	$824K	Buy	+16,183	New	+$824K	0.77%	29

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

Plotkin Financial Advisors's FLOT Position: Q2 2026 in Review

Plotkin Financial Advisors held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 6,855 shares worth $350K. The position accounts for 0.15% of the portfolio, ranked #77.

Plotkin Financial Advisors first reported a position in FLOT in Q4 2019 and has held it in 9 quarters since. The position peaked at $824K in Q4 2019. 688 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Plotkin Financial Advisors held 6,855 shares of iShares Floating Rate Bond ETF worth $350K as of Q2 2026.
Plotkin Financial Advisors left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Floating Rate Bond ETF made up 0.15% of Plotkin Financial Advisors's portfolio in Q2 2026, its #77 holding.
Plotkin Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 9 quarters since.
Plotkin Financial Advisors's iShares Floating Rate Bond ETF position peaked at $824K in Q4 2019.
688 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

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