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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
Q3 		$326K Buy
6,382
+1,532
+32% +$78.1K 0.14% 95
2026
Q2 		$248K Buy
+4,850
New +$247K 0.11% 101

Other funds holding FLOT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hartline Investment Corp
Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Spectrum Planning & Advisory Services's FLOT Position: Q3 2026 in Review

Spectrum Planning & Advisory Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 32% in Q3 2026, buying an estimated $78.1K and bringing the position to 6,382 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #95.

Spectrum Planning & Advisory Services first reported a position in FLOT in Q2 2026 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • Spectrum Planning & Advisory Services held 6,382 shares of iShares Floating Rate Bond ETF worth $326K as of Q3 2026.
  • Spectrum Planning & Advisory Services bought 1,532 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $78.1K.
  • iShares Floating Rate Bond ETF made up 0.14% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #95 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.