UAS
FLOT icon

United Asset Strategies’s iShares Floating Rate Bond ETF FLOT Stock Holding History

United Asset Strategies’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 		– Sell
-5,326
Closed -$271K – 264
2026
Q1 		$271K Buy
5,326
+70
+1% +$3.56K 0.02% 234
2025
Q4 		$267K Sell
5,256
-490
-9% -$25K 0.02% 237
2025
Q3 		$294K Buy
5,746
+34
+0.6% +$1.73K 0.02% 227
2025
Q2 		$291K Sell
5,712
-361
-6% -$18.3K 0.02% 218
2025
Q1 		$310K Sell
6,073
-2,044
-25% -$104K 0.03% 209
2024
Q4 		$413K Sell
8,117
-5,327
-40% -$271K 0.04% 188
2024
Q3 		$686K Sell
13,444
-62
-0.5% -$3.16K 0.06% 170
2024
Q2 		$690K Buy
13,506
+79
+0.6% +$4.03K 0.07% 159
2024
Q1 		$686K Buy
13,427
+585
+5% +$29.8K 0.07% 177
2023
Q4 		$650K Buy
12,842
+3,120
+32% +$158K 0.07% 175
2023
Q3 		$495K Sell
9,722
-278
-3% -$14.1K 0.06% 181
2023
Q2 		$508K Sell
10,000
-1,257
-11% -$63.5K 0.06% 172
2023
Q1 		$791K Buy
11,257
+994
+10% +$50.2K 0.1% 143
2022
Q4 		$517K Buy
+10,263
New +$515K 0.07% 175
2018
Q3 		– Sell
-21,150
Closed -$1.08M – 210
2018
Q2 		$1.08M Sell
21,150
-100
-0.5% -$5.1K 0.29% 86
2018
Q1 		$1.08M Buy
+21,250
New +$1.08M 0.32% 82

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

United Asset Strategies's FLOT Position: Q2 2026 in Review

United Asset Strategies sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 5,326 shares — an estimated $271K sold.

United Asset Strategies first reported a position in FLOT in Q1 2018 and held it in 16 quarters. The position peaked at $1.08M in Q1 2018. 206 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • United Asset Strategies reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • United Asset Strategies sold 5,326 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $271K.
  • United Asset Strategies first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and held it in 16 quarters.
  • United Asset Strategies's iShares Floating Rate Bond ETF position peaked at $1.08M in Q1 2018.
  • 206 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.