Spectrum Planning & Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Spectrum Planning & Advisory Services’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	$248K	Buy	+4,850	New	+$247K	0.11%	101

Other funds holding FLOT

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

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Vertrix Wealth Management Troy, Michigan $297M AUM

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

Spectrum Planning & Advisory Services's FLOT Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 4,850 shares worth $248K. The stake represents 0.11% of the portfolio and ranks #101 among its holdings.

103 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Spectrum Planning & Advisory Services held 4,850 shares of iShares Floating Rate Bond ETF worth $248K as of Q2 2026.
iShares Floating Rate Bond ETF was a new Spectrum Planning & Advisory Services position in Q2 2026.
iShares Floating Rate Bond ETF made up 0.11% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #101 holding.
103 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.