J. M. Brown & Associates Inc.’s iShares Floating Rate Bond ETF FLOT Stock Holding History

J. M. Brown & Associates Inc.’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	$650K	Buy	+12,729	New	+$648K	0.37%	88

Other funds holding FLOT

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

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 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

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

J. M. Brown & Associates Inc.'s FLOT Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 12,729 shares worth $650K. The stake represents 0.37% of the portfolio and ranks #88 among its holdings.

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

J. M. Brown & Associates Inc. held 12,729 shares of iShares Floating Rate Bond ETF worth $650K as of Q2 2026.
iShares Floating Rate Bond ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
iShares Floating Rate Bond ETF made up 0.37% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #88 holding.
197 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.