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Rialto Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Rialto Wealth Management’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 		$7.15K Sell
140
-69
-33% -$3.52K ﹤0.01% 630
2026
Q1 		$10.6K Sell
209
-95
-31% -$4.84K ﹤0.01% 465
2025
Q4 		$15.5K Sell
304
-2,297
-88% -$117K ﹤0.01% 392
2025
Q3 		$133K Sell
2,601
-8,063
-76% -$411K 0.03% 176
2025
Q2 		$544K Hold
10,664
– – 0.15% 94
2025
Q1 		$544K Buy
10,664
+196
+2% +$9.99K 0.17% 90
2024
Q4 		$533K Buy
+10,468
New +$533K 0.18% 86

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rialto Wealth Management's FLOT Position: Q2 2026 in Review

Rialto Wealth Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 33% in Q2 2026, selling an estimated $3.52K and leaving 140 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Rialto Wealth Management first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $544K in Q1 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Rialto Wealth Management held 140 shares of iShares Floating Rate Bond ETF worth $7.15K as of Q2 2026.
  • Rialto Wealth Management sold 69 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $3.52K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #630 holding.
  • Rialto Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's iShares Floating Rate Bond ETF position peaked at $544K in Q1 2025.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.