Wealth Enhancement Advisory Services
FLOT icon

Wealth Enhancement Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.88M Buy
67,793
+2,963
+5% +$151K ﹤0.01% 1346
2026
Q1 		$2.76M Buy
64,830
+531
+0.8% +$27K 0.01% 1217
2025
Q4 		$3.27M Buy
64,299
+32,533
+102% +$1.66M ﹤0.01% 1237
2025
Q3 		$1.62M Buy
31,766
+2,182
+7% +$111K ﹤0.01% 1576
2025
Q2 		$1.51M Sell
29,584
-932
-3% -$47.3K ﹤0.01% 1506
2025
Q1 		$1.56M Sell
30,516
-4,327
-12% -$221K ﹤0.01% 1374
2024
Q4 		$1.77M Buy
34,843
+10,343
+42% +$527K ﹤0.01% 1238
2024
Q3 		$1.25M Sell
24,500
-837
-3% -$42.6K ﹤0.01% 1281
2024
Q2 		$1.29M Buy
25,337
+1,382
+6% +$70.5K ﹤0.01% 1161
2024
Q1 		$1.22M Sell
23,955
-25,523
-52% -$1.3M ﹤0.01% 1145
2023
Q4 		$2.5M Sell
49,478
-2,784
-5% -$141K 0.01% 829
2023
Q3 		$2.66M Buy
52,262
+47,038
+900% +$2.39M 0.01% 762
2023
Q2 		$265K Sell
5,224
-2,229
-30% -$113K ﹤0.01% 453
2023
Q1 		$376K Buy
+7,453
New +$376K ﹤0.01% 416

Other funds holding FLOT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
LG
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
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLOT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 4.6% in Q2 2026, buying an estimated $151K and bringing the position to 67,793 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Wealth Enhancement Advisory Services first reported a position in FLOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.27M in Q4 2025. 182 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 67,793 shares of iShares Floating Rate Bond ETF worth $2.88M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,963 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $151K.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1346 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's iShares Floating Rate Bond ETF position peaked at $3.27M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.