VisionPoint Advisory Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

VisionPoint Advisory Group’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	$526K	Sell	10,298 -1,879	-15%	-$95.7K	0.09%	251
2026 Q1	$620K	Buy	12,177 +1,908	+19%	+$97.2K	0.12%	199
2025 Q4	$522K	Buy	10,269 +1,294	+14%	+$65.9K	0.1%	206
2025 Q3	$458K	Buy	8,975 +739	+9%	+$37.7K	0.09%	218
2025 Q2	$420K	Buy	+8,236	New	+$418K	0.09%	206
2020 Q1	–	Sell	-4,961	Closed	-$253K	–	132
2019 Q4	$253K	Hold	4,961	–	–	0.11%	101
2019 Q3	$252K	Sell	4,961 -4,000	-45%	-$204K	0.07%	116
2019 Q2	$456K	Sell	8,961 -1,933	-18%	-$98.3K	0.13%	75
2019 Q1	$555K	Hold	10,894	–	–	0.16%	72
2018 Q4	$549K	Buy	+10,894	New	+$553K	0.18%	60

Other funds holding FLOT

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

WFS

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MFG

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

VWM

Vertrix Wealth Management Troy, Michigan $297M AUM

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

VisionPoint Advisory Group's FLOT Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 15% in Q2 2026, selling an estimated $95.7K and leaving 10,298 shares worth $526K. The position accounts for 0.09% of the portfolio, ranked #251.

VisionPoint Advisory Group first reported a position in FLOT in Q4 2018 and has held it in 10 quarters since. The position peaked at $620K in Q1 2026. 103 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

VisionPoint Advisory Group held 10,298 shares of iShares Floating Rate Bond ETF worth $526K as of Q2 2026.
VisionPoint Advisory Group sold 1,879 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $95.7K.
iShares Floating Rate Bond ETF made up 0.09% of VisionPoint Advisory Group's portfolio in Q2 2026, its #251 holding.
VisionPoint Advisory Group first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and has held it in 10 quarters since.
VisionPoint Advisory Group's iShares Floating Rate Bond ETF position peaked at $620K in Q1 2026.
103 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.