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

Register 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 		$1.28M Buy
25,070
+6,980
+39% +$356K 0.39% 76
2026
Q1 		$922K Buy
18,090
+2,267
+14% +$115K 0.34% 82
2025
Q4 		$805K Buy
15,823
+2,160
+16% +$110K 0.31% 88
2025
Q3 		$698K Buy
13,663
+1,122
+9% +$57.2K 0.27% 92
2025
Q2 		$640K Buy
12,541
+312
+3% +$15.8K 0.28% 91
2025
Q1 		$624K Buy
12,229
+30
+0.2% +$1.53K 0.33% 80
2024
Q4 		$621K Sell
12,199
-570
-4% -$29K 0.31% 81
2024
Q3 		$652K Sell
12,769
-257
-2% -$13.1K 0.33% 83
2024
Q2 		$665K Buy
13,026
+1,205
+10% +$61.4K 0.34% 79
2024
Q1 		$604K Buy
11,821
+5,794
+96% +$295K 0.31% 84
2023
Q4 		$305K Buy
+6,027
New +$306K 0.2% 119

Other funds holding FLOT

HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Register Financial Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 39% in Q2 2026, buying an estimated $356K and bringing the position to 25,070 shares worth $1.28M. The position accounts for 0.39% of the portfolio, ranked #76.

Register Financial Advisors first reported a position in FLOT in Q4 2023 and has held it in 11 quarters since. 315 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Register Financial Advisors held 25,070 shares of iShares Floating Rate Bond ETF worth $1.28M as of Q2 2026.
  • Register Financial Advisors bought 6,980 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $356K.
  • iShares Floating Rate Bond ETF made up 0.39% of Register Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Register Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.