PCS
FLOT icon

Private Client Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Private Client 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
Q3 		$677K Buy
13,256
+424
+3% +$21.6K 0.18% 101
2026
Q2 		$655K Buy
12,832
+1,236
+11% +$63K 0.17% 111
2026
Q1 		$591K Buy
11,596
+260
+2% +$13.2K 0.18% 103
2025
Q4 		$577K Buy
11,336
+440
+4% +$22.4K 0.18% 92
2025
Q3 		$557K Buy
10,896
+1,597
+17% +$81.4K 0.19% 97
2025
Q2 		$474K Buy
9,299
+2,168
+30% +$110K 0.18% 114
2025
Q1 		$364K Buy
7,131
+469
+7% +$23.9K 0.18% 110
2024
Q4 		$339K Buy
6,662
+2,329
+54% +$119K 0.18% 112
2024
Q3 		$221K Buy
+4,333
New +$221K 0.12% 157

Other funds holding FLOT

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Private Client Services's FLOT Position: Q3 2026 in Review

Private Client Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 3.3% in Q3 2026, buying an estimated $21.6K and bringing the position to 13,256 shares worth $677K. The position accounts for 0.18% of the portfolio, ranked #101.

Private Client Services first reported a position in FLOT in Q3 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Private Client Services held 13,256 shares of iShares Floating Rate Bond ETF worth $677K as of Q3 2026.
  • Private Client Services bought 424 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $21.6K.
  • iShares Floating Rate Bond ETF made up 0.18% of Private Client Services's portfolio in Q3 2026, its #101 holding.
  • Private Client Services first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.