USA FINANCIAL FORMULAS’s iShares Floating Rate Bond ETF FLOT Stock Holding History

USA FINANCIAL FORMULAS’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	$4.54K	Buy	+89	New	+$4.53K	﹤0.01%	366

Other funds holding FLOT

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WFS

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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

USA FINANCIAL FORMULAS's FLOT Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 89 shares worth $4.54K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings.

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

USA FINANCIAL FORMULAS held 89 shares of iShares Floating Rate Bond ETF worth $4.54K as of Q2 2026.
iShares Floating Rate Bond ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares Floating Rate Bond ETF made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #366 holding.
374 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.