Visionary Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Visionary Wealth Advisors’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	$302K	Buy	5,925 +853	+17%	+$43.5K	0.01%	542
2026 Q1	$258K	Buy	+5,072	New	+$258K	0.01%	554
2024 Q4	–	Sell	-78,903	Closed	-$4.03M	–	545
2024 Q3	$4.03M	Sell	78,903 -1,655	-2%	-$84.3K	0.25%	104
2024 Q2	$4.12M	Buy	80,558 +2,659	+3%	+$136K	0.27%	98
2024 Q1	$3.98M	Buy	77,899 +4,294	+6%	+$218K	0.27%	99
2023 Q4	$3.73M	Sell	73,605 -781	-1%	-$39.6K	0.27%	104
2023 Q3	$3.79M	Buy	74,386 +1,079	+1%	+$54.7K	0.31%	88
2023 Q2	$3.73M	Buy	73,307 +28,164	+62%	+$1.42M	0.3%	87
2023 Q1	$2.27M	Sell	45,143 -113,488	-72%	-$5.73M	0.19%	116
2022 Q4	$7.98M	Sell	158,631 -28,496	-15%	-$1.43M	0.74%	36
2022 Q3	$9.41M	Buy	187,127 +8,663	+5%	+$435K	0.98%	24
2022 Q2	$8.91M	Buy	+178,464	New	+$8.99M	0.8%	32

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Visionary Wealth Advisors's FLOT Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 17% in Q2 2026, buying an estimated $43.5K and bringing the position to 5,925 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #542.

Visionary Wealth Advisors first reported a position in FLOT in Q2 2022 and has held it in 12 quarters since. The position peaked at $9.41M in Q3 2022. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Visionary Wealth Advisors held 5,925 shares of iShares Floating Rate Bond ETF worth $302K as of Q2 2026.
Visionary Wealth Advisors bought 853 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $43.5K.
iShares Floating Rate Bond ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #542 holding.
Visionary Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 12 quarters since.
Visionary Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $9.41M in Q3 2022.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.