QFP
FLOT icon

Quantum Financial Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Quantum Financial Partners’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 		$1.95M Buy
+38,230
New +$1.95M 1% 28

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Quantum Financial Partners's FLOT Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 38,230 shares worth $1.95M. The stake represents 1% of the portfolio and ranks #28 among its holdings.

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

  • Quantum Financial Partners held 38,230 shares of iShares Floating Rate Bond ETF worth $1.95M as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Quantum Financial Partners position in Q2 2026.
  • iShares Floating Rate Bond ETF made up 1% of Quantum Financial Partners's portfolio in Q2 2026, its #28 holding.
  • 142 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.