Rik Saylor Financial’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Rik Saylor Financial’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	$382K	Sell	7,479 -196	-3%	-$9.98K	0.25%	74
2026 Q1	$391K	Sell	7,675 -84	-1%	-$4.28K	0.3%	71
2025 Q4	$395K	Sell	7,759 -528	-6%	-$26.9K	0.29%	69
2025 Q3	$423K	Sell	8,287 -110	-1%	-$5.61K	0.31%	70
2025 Q2	$428K	Sell	8,397 -243	-3%	-$12.3K	0.33%	66
2025 Q1	$441K	Sell	8,640 -78	-0.9%	-$3.98K	0.39%	61
2024 Q4	$444K	Buy	+8,718	New	+$444K	0.41%	62

Other funds holding FLOT

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 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

Rik Saylor Financial's FLOT Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares Floating Rate Bond ETF (FLOT) stake by 2.6% in Q2 2026, selling an estimated $9.98K and leaving 7,479 shares worth $382K. The position accounts for 0.25% of the portfolio, ranked #74.

Rik Saylor Financial first reported a position in FLOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $444K in Q4 2024. 387 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Rik Saylor Financial held 7,479 shares of iShares Floating Rate Bond ETF worth $382K as of Q2 2026.
Rik Saylor Financial sold 196 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $9.98K.
iShares Floating Rate Bond ETF made up 0.25% of Rik Saylor Financial's portfolio in Q2 2026, its #74 holding.
Rik Saylor Financial first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's iShares Floating Rate Bond ETF position peaked at $444K in Q4 2024.
387 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.