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

Thrive 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 Q3	$352K	Buy	+6,889	New	+$351K	0.04%	166

Other funds holding FLOT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Thrive Wealth Management's FLOT Position: Q3 2026 in Review

Thrive Wealth Management opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2026: 6,889 shares worth $352K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings.

189 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

Thrive Wealth Management held 6,889 shares of iShares Floating Rate Bond ETF worth $352K as of Q3 2026.
iShares Floating Rate Bond ETF was a new Thrive Wealth Management position in Q3 2026.
iShares Floating Rate Bond ETF made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #166 holding.
189 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.