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 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

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

Powers Advisory Group's FLOT Position: Q2 2026 in Review

Powers Advisory Group increased its iShares Floating Rate Bond ETF (FLOT) stake by 8.4% in Q2 2026, buying an estimated $356K and bringing the position to 90,359 shares worth $4.61M. The position accounts for 1.45% of the portfolio, ranked #16.

Powers Advisory Group first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Powers Advisory Group held 90,359 shares of iShares Floating Rate Bond ETF worth $4.61M as of Q2 2026.
Powers Advisory Group bought 6,995 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $356K.
iShares Floating Rate Bond ETF made up 1.45% of Powers Advisory Group's portfolio in Q2 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 7 quarters since.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.