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

Shira Ridge 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 		$11M Buy
214,694
+30,245
+16% +$1.54M 3.82% 7
2026
Q1 		$9.4M Buy
184,449
+45,716
+33% +$2.33M 3.72% 9
2025
Q4 		$7.06M Buy
138,733
+58,813
+74% +$3M 2.83% 12
2025
Q3 		$4.08M Buy
79,920
+11,380
+17% +$580K 1.73% 15
2025
Q2 		$3.5M Sell
68,540
-3,842
-5% -$195K 1.6% 19
2025
Q1 		$3.7M Buy
72,382
+1,451
+2% +$74K 1.84% 18
2024
Q4 		$3.61M Buy
70,931
+11,153
+19% +$568K 1.77% 17
2024
Q3 		$3.05M Sell
59,778
-18,665
-24% -$951K 1.56% 18
2024
Q2 		$4.01M Buy
78,443
+1,425
+2% +$72.7K 2.23% 12
2024
Q1 		$3.93M Buy
77,018
+258
+0.3% +$13.1K 2.25% 12
2023
Q4 		$3.89M Sell
76,760
-2,802
-4% -$142K 2.33% 12
2023
Q3 		$4.05M Sell
79,562
-15,647
-16% -$794K 2.66% 11
2023
Q2 		$4.84M Sell
95,209
-6,001
-6% -$303K 3.03% 9
2023
Q1 		$5.1M Sell
101,210
-18,536
-15% -$935K 3.37% 8
2022
Q4 		$6.03M Buy
+119,746
New +$6.01M 4.15% 6

Other funds holding FLOT

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

Shira Ridge Wealth Management's FLOT Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 16% in Q2 2026, buying an estimated $1.54M and bringing the position to 214,694 shares worth $11M. The position accounts for 3.82% of the portfolio, ranked #7.

Shira Ridge Wealth Management first reported a position in FLOT in Q4 2022 and has held it in 15 quarters since. 244 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Shira Ridge Wealth Management held 214,694 shares of iShares Floating Rate Bond ETF worth $11M as of Q2 2026.
  • Shira Ridge Wealth Management bought 30,245 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $1.54M.
  • iShares Floating Rate Bond ETF made up 3.82% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Shira Ridge Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.