PAG
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Powers Advisory Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Powers Advisory 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
Q3 		$5.64M Buy
110,436
+20,077
+22% +$1.02M 1.71% 16
2026
Q2 		$4.61M Buy
90,359
+6,995
+8% +$356K 1.45% 16
2026
Q1 		$4.25M Buy
83,364
+15,194
+22% +$774K 1.5% 16
2025
Q4 		$3.47M Buy
68,170
+34,795
+104% +$1.77M 1.31% 18
2025
Q3 		$1.7M Buy
33,375
+7,497
+29% +$382K 0.68% 28
2025
Q2 		$1.32M Sell
25,878
-5,404
-17% -$275K 0.58% 31
2025
Q1 		$1.6M Buy
31,282
+21,750
+228% +$1.11M 0.76% 25
2024
Q4 		$485K Buy
+9,532
New +$485K 0.24% 64

Other funds holding FLOT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
VWM
Vertrix Wealth Management Troy, Michigan $292M AUM
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Powers Advisory Group's FLOT Position: Q3 2026 in Review

Powers Advisory Group increased its iShares Floating Rate Bond ETF (FLOT) stake by 22% in Q3 2026, buying an estimated $1.02M and bringing the position to 110,436 shares worth $5.64M. The position accounts for 1.71% of the portfolio, ranked #16.

Powers Advisory Group first reported a position in FLOT in Q4 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Powers Advisory Group held 110,436 shares of iShares Floating Rate Bond ETF worth $5.64M as of Q3 2026.
  • Powers Advisory Group bought 20,077 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $1.02M.
  • iShares Floating Rate Bond ETF made up 1.71% of Powers Advisory Group's portfolio in Q3 2026, its #16 holding.
  • Powers Advisory Group first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.