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

Pure 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	$221K	Buy	+4,334	New	+$221K	﹤0.01%	579

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

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

Pure Financial Advisors opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 4,334 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings.

686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Pure Financial Advisors held 4,334 shares of iShares Floating Rate Bond ETF worth $221K as of Q2 2026.
iShares Floating Rate Bond ETF was a new Pure Financial Advisors position in Q2 2026.
iShares Floating Rate Bond ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #579 holding.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.