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Wagner Wealth Management (South Carolina)’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$46.6K Buy
+912
New +$46.5K 0.01% 184
2025
Q3 		– Sell
-1,236
Closed -$63.1K – 253
2025
Q2 		$63.1K Buy
+1,236
New +$62.8K 0.01% 161

Other funds holding FLOT

HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FLOT Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 912 shares worth $46.6K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in FLOT as recently as Q2 2025.

Wagner Wealth Management (South Carolina) first reported a position in FLOT in Q2 2025 and has held it in 2 quarters since. The position peaked at $63.1K in Q2 2025. 293 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 912 shares of iShares Floating Rate Bond ETF worth $46.6K as of Q2 2026.
  • iShares Floating Rate Bond ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #184 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares Floating Rate Bond ETF position peaked at $63.1K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.