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

ProCore 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
Q3 		$1.38M Buy
+26,951
New +$1.37M 1.67% 11

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

ProCore Advisors's FLOT Position: Q3 2026 in Review

ProCore Advisors opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2026: 26,951 shares worth $1.38M. The stake represents 1.67% of the portfolio and ranks #11 among its holdings.

123 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • ProCore Advisors held 26,951 shares of iShares Floating Rate Bond ETF worth $1.38M as of Q3 2026.
  • iShares Floating Rate Bond ETF was a new ProCore Advisors position in Q3 2026.
  • iShares Floating Rate Bond ETF made up 1.67% of ProCore Advisors's portfolio in Q3 2026, its #11 holding.
  • 123 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on ProCore Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.