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

Scarborough 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 		$4.03M Sell
79,064
-1,329
-2% -$67.7K 0.46% 41
2026
Q1 		$4.1M Sell
80,393
-1,045
-1% -$53.2K 0.45% 51
2025
Q4 		$4.14M Sell
81,438
-1,326
-2% -$67.5K 0.7% 27
2025
Q3 		$4.23M Sell
82,764
-2,451
-3% -$125K 0.75% 27
2025
Q2 		$4.35M Buy
85,215
+1,451
+2% +$73.7K 0.86% 24
2025
Q1 		$4.28M Buy
83,764
+1,529
+2% +$78K 0.61% 40
2024
Q4 		$4.18M Buy
82,235
+5,125
+7% +$261K 0.59% 38
2024
Q3 		$3.94M Buy
77,110
+1,430
+2% +$72.8K 0.64% 31
2024
Q2 		$3.87M Sell
75,680
-1,978
-3% -$101K 1.59% 16
2024
Q1 		$3.97M Sell
77,658
-3,789
-5% -$193K 1.84% 18
2023
Q4 		$4.12M Sell
81,447
-3,064
-4% -$155K 0.85% 30
2023
Q3 		$4.3M Sell
84,511
-1,550
-2% -$78.6K 1.04% 27
2023
Q2 		$4.37M Sell
86,061
-105
-0.1% -$5.31K 1.05% 27
2023
Q1 		$4.34M Sell
86,166
-1,409
-2% -$71.1K 1.09% 28
2022
Q4 		$4.41M Sell
87,575
-2,018
-2% -$101K 1.18% 26
2022
Q3 		$4.5M Buy
89,593
+1,759
+2% +$88.3K 1.4% 21
2022
Q2 		$4.38M Buy
87,834
+1,325
+2% +$66.7K 1.5% 21
2022
Q1 		$4.37M Buy
86,509
+10,232
+13% +$518K 1.4% 21
2021
Q4 		$3.87M Buy
+76,277
New +$3.87M 1.33% 21

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

Scarborough Advisors's FLOT Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 1.7% in Q2 2026, selling an estimated $67.7K and leaving 79,064 shares worth $4.03M. The position accounts for 0.46% of the portfolio, ranked #41.

Scarborough Advisors first reported a position in FLOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.5M in Q3 2022. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Scarborough Advisors held 79,064 shares of iShares Floating Rate Bond ETF worth $4.03M as of Q2 2026.
  • Scarborough Advisors sold 1,329 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $67.7K.
  • iShares Floating Rate Bond ETF made up 0.46% of Scarborough Advisors's portfolio in Q2 2026, its #41 holding.
  • Scarborough Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Scarborough Advisors's iShares Floating Rate Bond ETF position peaked at $4.5M in Q3 2022.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.