WWA
FLOT icon

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

WCG 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 		$1.86M Buy
36,376
+906
+3% +$46.2K 0.04% 314
2026
Q1 		$1.81M Buy
35,470
+8,030
+29% +$409K 0.05% 283
2025
Q4 		$1.4M Buy
27,440
+15,209
+124% +$775K 0.04% 307
2025
Q3 		$625K Sell
12,231
-501
-4% -$25.5K 0.04% 272
2025
Q2 		$650K Buy
+12,732
New +$647K 0.04% 265

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

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

WCG Wealth Advisors increased its iShares Floating Rate Bond ETF (FLOT) stake by 2.6% in Q2 2026, buying an estimated $46.2K and bringing the position to 36,376 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #314.

WCG Wealth Advisors first reported a position in FLOT in Q2 2025 and has held it in 5 quarters since. 690 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • WCG Wealth Advisors held 36,376 shares of iShares Floating Rate Bond ETF worth $1.86M as of Q2 2026.
  • WCG Wealth Advisors bought 906 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $46.2K.
  • iShares Floating Rate Bond ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #314 holding.
  • WCG Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 690 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.