WA
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WBH Advisory’s iShares Floating Rate Bond ETF FLOT Stock Holding History

WBH Advisory’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
Q1 		$1.31M Sell
25,918
-444
-2% -$22.6K 0.1% 146
2025
Q4 		$1.34M Buy
26,362
+116
+0.4% +$5.91K 0.1% 140
2025
Q3 		$1.34M Buy
26,246
+2,632
+11% +$134K 0.1% 139
2025
Q2 		$1.2M Buy
23,614
+2,802
+13% +$142K 0.1% 141
2025
Q1 		$1.06M Buy
20,812
+1,680
+9% +$85.7K 0.1% 140
2024
Q4 		$973K Buy
19,132
+4,237
+28% +$216K 0.09% 151
2024
Q3 		$760K Buy
14,895
+2,515
+20% +$128K 0.07% 174
2024
Q2 		$632K Buy
12,380
+6,442
+108% +$328K 0.06% 187
2024
Q1 		$303K Hold
5,938
– – 0.03% 261
2023
Q4 		$301K Buy
+5,938
New +$301K 0.03% 257

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WBH Advisory's FLOT Position: Q1 2026 in Review

WBH Advisory reduced its iShares Floating Rate Bond ETF (FLOT) stake by 1.7% in Q1 2026, selling an estimated $22.6K and leaving 25,918 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #146.

WBH Advisory first reported a position in FLOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q3 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • WBH Advisory held 25,918 shares of iShares Floating Rate Bond ETF worth $1.31M as of Q1 2026.
  • WBH Advisory sold 444 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $22.6K.
  • iShares Floating Rate Bond ETF made up 0.1% of WBH Advisory's portfolio in Q1 2026, its #146 holding.
  • WBH Advisory first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • WBH Advisory's iShares Floating Rate Bond ETF position peaked at $1.34M in Q3 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.