RDA Financial Network’s iShares Floating Rate Bond ETF FLOT Stock Holding History

RDA Financial Network’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	$996K	Buy	19,511 +5,397	+38%	+$275K	0.22%	101
2026 Q1	$719K	Buy	14,114 +3,519	+33%	+$179K	0.18%	128
2025 Q4	$539K	Sell	10,595 -349	-3%	-$17.8K	0.13%	145
2025 Q3	$559K	Sell	10,944 -2,706	-20%	-$138K	0.14%	140
2025 Q2	$696K	Sell	13,650 -2,606	-16%	-$132K	0.19%	119
2025 Q1	$830K	Sell	16,256 -4,080	-20%	-$208K	0.25%	101
2024 Q4	$1.03M	Sell	20,336 -20,240	-50%	-$1.03M	0.3%	98
2024 Q3	$2.07M	Buy	40,576 +2,945	+8%	+$150K	0.64%	41
2024 Q2	$1.92M	Sell	37,631 -19,275	-34%	-$983K	0.63%	42
2024 Q1	$2.91M	Sell	56,906 -653	-1%	-$33.2K	1%	25
2023 Q4	$2.91M	Sell	57,559 -159	-0.3%	-$8.06K	1.1%	23
2023 Q3	$2.94M	Buy	57,718 +988	+2%	+$50.1K	1.27%	19
2023 Q2	$2.88M	Buy	56,730 +18,520	+48%	+$936K	1.21%	21
2023 Q1	$1.93M	Buy	+38,210	New	+$1.93M	0.88%	33

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

RDA Financial Network's FLOT Position: Q2 2026 in Review

RDA Financial Network increased its iShares Floating Rate Bond ETF (FLOT) stake by 38% in Q2 2026, buying an estimated $275K and bringing the position to 19,511 shares worth $996K. The position accounts for 0.22% of the portfolio, ranked #101.

RDA Financial Network first reported a position in FLOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.94M in Q3 2023. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

RDA Financial Network held 19,511 shares of iShares Floating Rate Bond ETF worth $996K as of Q2 2026.
RDA Financial Network bought 5,397 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $275K.
iShares Floating Rate Bond ETF made up 0.22% of RDA Financial Network's portfolio in Q2 2026, its #101 holding.
RDA Financial Network first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and has held it in 14 quarters since.
RDA Financial Network's iShares Floating Rate Bond ETF position peaked at $2.94M in Q3 2023.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.