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

Spire 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 		$63.5K Sell
1,243
-265
-18% -$13.5K ﹤0.01% 1109
2026
Q1 		$76.8K Buy
1,508
+309
+26% +$15.7K ﹤0.01% 1049
2025
Q4 		$61K Buy
1,199
+26
+2% +$1.32K ﹤0.01% 1124
2025
Q3 		$59.9K Buy
1,173
+17
+1% +$867 ﹤0.01% 1173
2025
Q2 		$59K Sell
1,156
-724
-39% -$36.8K ﹤0.01% 1144
2025
Q1 		$96K Buy
1,880
+217
+13% +$11.1K ﹤0.01% 1055
2024
Q4 		$84.6K Sell
1,663
-434
-21% -$22.1K ﹤0.01% 1096
2024
Q3 		$107K Sell
2,097
-4,897
-70% -$249K ﹤0.01% 894
2024
Q2 		$357K Buy
6,994
+236
+3% +$12K 0.01% 563
2024
Q1 		$345K Sell
6,758
-679
-9% -$34.5K 0.01% 626
2023
Q4 		$378K Sell
7,437
-991
-12% -$50.2K 0.01% 585
2023
Q3 		$429K Buy
8,428
+268
+3% +$13.6K 0.02% 509
2023
Q2 		$415K Buy
8,160
+196
+2% +$9.9K 0.02% 538
2023
Q1 		$401K Buy
7,964
+1,138
+17% +$57.4K 0.02% 537
2022
Q4 		$344K Sell
6,826
-3,971
-37% -$199K 0.02% 429
2022
Q3 		$543K Sell
10,797
-3,871
-26% -$194K 0.03% 314
2022
Q2 		$732K Sell
14,668
-537
-4% -$27K 0.03% 393
2022
Q1 		$768K Buy
15,205
+5,015
+49% +$254K 0.02% 453
2021
Q4 		$517K Sell
10,190
-27,900
-73% -$1.42M 0.01% 690
2021
Q3 		$1.94M Buy
38,090
+16,914
+80% +$859K 0.05% 287
2021
Q2 		$1.08M Buy
21,176
+210
+1% +$10.7K 0.03% 409
2021
Q1 		$1.06M Buy
+20,966
New +$1.07M 0.03% 418

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

Spire Wealth Management's FLOT Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Floating Rate Bond ETF (FLOT) stake by 18% in Q2 2026, selling an estimated $13.5K and leaving 1,243 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Spire Wealth Management first reported a position in FLOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.94M in Q3 2021. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Spire Wealth Management held 1,243 shares of iShares Floating Rate Bond ETF worth $63.5K as of Q2 2026.
  • Spire Wealth Management sold 265 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1109 holding.
  • Spire Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Floating Rate Bond ETF position peaked at $1.94M in Q3 2021.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.