Wealthcare Advisory Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Wealthcare Advisory Partners’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	$7.73M	Buy	151,400 +16,958	+13%	+$864K	0.15%	133
2026 Q1	$6.85M	Buy	134,442 +16,121	+14%	+$821K	0.13%	142
2025 Q4	$6.02M	Buy	118,321 +13,220	+13%	+$673K	0.12%	153
2025 Q3	$5.37M	Buy	105,101 +13,588	+15%	+$693K	0.11%	162
2025 Q2	$4.67M	Buy	+91,513	New	+$4.65M	0.11%	160
2024 Q4	–	Sell	-6,688	Closed	-$341K	–	901
2024 Q3	$341K	Buy	6,688 +2,522	+61%	+$128K	0.01%	675
2024 Q2	$213K	Sell	4,166 -1,474	-26%	-$75.2K	0.01%	775
2024 Q1	$288K	Buy	+5,640	New	+$287K	0.01%	685
2023 Q4	–	Sell	-3,969	Closed	-$202K	–	752
2023 Q3	$202K	Sell	3,969 -141	-3%	-$7.15K	0.01%	659
2023 Q2	$209K	Sell	4,110 -660	-14%	-$33.4K	0.01%	668
2023 Q1	$240K	Buy	4,770 +350	+8%	+$17.7K	0.01%	643
2022 Q4	$222K	Sell	4,420 -19,296	-81%	-$969K	0.01%	622
2022 Q3	$1.19M	Sell	23,716 -358	-1%	-$18K	0.07%	213
2022 Q2	$1.2M	Sell	24,074 -600	-2%	-$30.2K	0.07%	185
2022 Q1	$1.25M	Buy	+24,674	New	+$1.25M	0.08%	154
2021 Q2	–	Sell	-1,430	Closed	-$73K	–	990
2021 Q1	$73K	Buy	+1,430	New	+$72.6K	0.01%	763
2020 Q2	–	Sell	-2,497	Closed	-$122K	–	680
2020 Q1	$122K	Sell	2,497 -453	-15%	-$22.7K	0.02%	337
2019 Q4	$150K	Sell	2,950 -5,746	-66%	-$293K	0.02%	333
2019 Q3	$443K	Sell	8,696 -845	-9%	-$43K	0.06%	167
2019 Q2	$486K	Buy	9,541 +7,611	+394%	+$387K	0.08%	148
2019 Q1	$98K	Sell	1,930 -600	-24%	-$30.4K	0.02%	341
2018 Q4	$127K	Buy	2,530 +100	+4%	+$5.07K	0.02%	270
2018 Q3	$124K	Buy	2,430 +1,000	+70%	+$51K	0.02%	297
2018 Q2	$73K	Buy	+1,430	New	+$72.9K	0.01%	388
2017 Q4	–	Sell	-238	Closed	-$12K	–	1112
2017 Q3	$12K	Buy	+238	New	+$12.1K	﹤0.01%	511

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthcare Advisory Partners's FLOT Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Floating Rate Bond ETF (FLOT) stake by 13% in Q2 2026, buying an estimated $864K and bringing the position to 151,400 shares worth $7.73M. The position accounts for 0.15% of the portfolio, ranked #133.

Wealthcare Advisory Partners first reported a position in FLOT in Q3 2017 and has held it in 25 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Wealthcare Advisory Partners held 151,400 shares of iShares Floating Rate Bond ETF worth $7.73M as of Q2 2026.
Wealthcare Advisory Partners bought 16,958 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $864K.
iShares Floating Rate Bond ETF made up 0.15% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #133 holding.
Wealthcare Advisory Partners first reported a position in iShares Floating Rate Bond ETF in Q3 2017 and has held it in 25 quarters since.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.