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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
Q2 		$1.32M Buy
25,929
+11
+0% +$560 0.09% 146
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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WBH Advisory's FLOT Position: Q2 2026 in Review

WBH Advisory increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.04% in Q2 2026, buying an estimated $560 and bringing the position to 25,929 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #146.

WBH Advisory first reported a position in FLOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q3 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • WBH Advisory held 25,929 shares of iShares Floating Rate Bond ETF worth $1.32M as of Q2 2026.
  • WBH Advisory bought 11 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $560.
  • iShares Floating Rate Bond ETF made up 0.09% of WBH Advisory's portfolio in Q2 2026, its #146 holding.
  • WBH Advisory first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • WBH Advisory's iShares Floating Rate Bond ETF position peaked at $1.34M in Q3 2025.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.