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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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. 689 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.
689 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.