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

Realta Investment 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 		– Sell
-34
Closed -$1.74K – 376
2026
Q2 		$1.74K Hold
34
– – ﹤0.01% 358
2026
Q1 		$1.73K Hold
34
– – ﹤0.01% 344
2025
Q4 		$1.73K Hold
34
– – ﹤0.01% 329
2025
Q3 		$1.74K Buy
+34
New +$1.73K ﹤0.01% 312
2025
Q2 		– Sell
-34
Closed -$1.74K – 310
2025
Q1 		$1.74K Buy
+34
New +$1.73K ﹤0.01% 310
2024
Q4 		– Sell
-524
Closed -$26.7K – 360
2024
Q3 		$26.7K Sell
524
-11,505
-96% -$586K 0.01% 262
2024
Q2 		$615K Sell
12,029
-337
-3% -$17.2K 0.12% 191
2024
Q1 		$631K Sell
12,366
-197
-2% -$10K 0.13% 191
2023
Q4 		$636K Sell
12,563
-83
-0.7% -$4.21K 0.14% 182
2023
Q3 		$643K Sell
12,646
-70
-0.6% -$3.55K 0.15% 161
2023
Q2 		$646K Buy
12,716
+80
+0.6% +$4.04K 0.14% 170
2023
Q1 		$637K Sell
12,636
-491
-4% -$24.8K 0.15% 159
2022
Q4 		$661K Sell
13,127
-336
-2% -$16.9K 0.16% 150
2022
Q3 		$677K Sell
13,463
-1,965
-13% -$98.7K 0.18% 145
2022
Q2 		$770K Sell
15,428
-466
-3% -$23.5K 0.19% 127
2022
Q1 		$803K Buy
15,894
+2,188
+16% +$111K 0.16% 142
2021
Q4 		$695K Sell
13,706
-963
-7% -$48.9K 0.15% 165
2021
Q3 		$746K Buy
14,669
+1,158
+9% +$58.8K 0.18% 145
2021
Q2 		$687K Buy
13,511
+1,201
+10% +$61K 0.16% 156
2021
Q1 		$625K Buy
12,310
+879
+8% +$44.7K 0.16% 162
2020
Q4 		$580K Sell
11,431
-347
-3% -$17.6K 0.16% 150
2020
Q3 		$597K Buy
+11,778
New +$596K 0.2% 124
2020
Q1 		– Sell
-3,921
Closed -$198K – 680
2019
Q4 		$198K Sell
3,921
-225
-5% -$11.5K 0.05% 343
2019
Q3 		$209K Buy
4,146
+9
+0.2% +$458 0.06% 313
2019
Q2 		$209K Sell
4,137
-779
-16% -$39.6K 0.06% 320
2019
Q1 		$249K Buy
+4,916
New +$249K 0.11% 231

Other funds holding FLOT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Realta Investment Advisors's FLOT Position: Q3 2026 in Review

Realta Investment Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2026, closing a stake of 34 shares — an estimated $1.74K sold.

Realta Investment Advisors first reported a position in FLOT in Q1 2019 and held it in 26 quarters. The position peaked at $803K in Q1 2022. 107 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Realta Investment Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 34 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $1.74K.
  • Realta Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2019 and held it in 26 quarters.
  • Realta Investment Advisors's iShares Floating Rate Bond ETF position peaked at $803K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

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