WealthShield Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-140
| Closed | -$7.13K | – | 462 |
|
|
2026
Q1 | $7.13K | Hold |
140
| – | – | ﹤0.01% | 544 |
|
|
2025
Q4 | $7.12K | Hold |
140
| – | – | ﹤0.01% | 519 |
|
|
2025
Q3 | $7.15K | Sell |
140
-500
| -78% | -$25.5K | ﹤0.01% | 512 |
|
|
2025
Q2 | $32.7K | Sell |
640
-400
| -38% | -$20.3K | ﹤0.01% | 443 |
|
|
2025
Q1 | $53.1K | Buy |
1,040
+400
| +63% | +$20.4K | 0.01% | 412 |
|
|
2024
Q4 | $32.6K | Hold |
640
| – | – | ﹤0.01% | 395 |
|
|
2024
Q3 | $32.7K | Hold |
640
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $32.7K | Hold |
640
| – | – | 0.01% | 379 |
|
|
2024
Q1 | $32.7K | Buy |
+640
| New | +$32.6K | 0.01% | 373 |
|
|
2023
Q4 | – | Sell |
-3,920
| Closed | -$199K | – | 487 |
|
|
2023
Q3 | $199K | Sell |
3,920
-400
| -9% | -$20.3K | 0.03% | 292 |
|
|
2023
Q2 | $220K | Hold |
4,320
| – | – | 0.03% | 283 |
|
|
2023
Q1 | $218K | Sell |
4,320
-3,000
| -41% | -$151K | 0.04% | 285 |
|
|
2022
Q4 | $368K | Sell |
7,320
-581
| -7% | -$29.2K | 0.07% | 226 |
|
|
2022
Q3 | $397K | Sell |
7,901
-50
| -0.6% | -$2.51K | 0.08% | 223 |
|
|
2022
Q2 | $397K | Sell |
7,951
-199
| -2% | -$10K | 0.08% | 222 |
|
|
2022
Q1 | $412K | Buy |
8,150
+191
| +2% | +$9.67K | 0.07% | 256 |
|
|
2021
Q4 | $404K | Sell |
7,959
-298
| -4% | -$15.1K | 0.07% | 208 |
|
|
2021
Q3 | $420K | Sell |
8,257
-1,682
| -17% | -$85.4K | 0.11% | 158 |
|
|
2021
Q2 | $505K | Buy |
9,939
+9,158
| +1,173% | +$465K | 0.08% | 167 |
|
|
2021
Q1 | $40K | Sell |
781
-9,007
| -92% | -$458K | 0.01% | 501 |
|
|
2020
Q4 | $496K | Sell |
9,788
-79
| -0.8% | -$4.01K | 0.09% | 173 |
|
|
2020
Q3 | $500K | Buy |
9,867
+424
| +4% | +$21.5K | 0.18% | 128 |
|
|
2020
Q2 | $478K | Sell |
9,443
-45
| -0.5% | -$2.25K | 0.22% | 106 |
|
|
2020
Q1 | $462K | Sell |
9,488
-1,085
| -10% | -$54.3K | 0.28% | 78 |
|
|
2019
Q4 | $538K | Sell |
10,573
-13
| -0.1% | -$662 | 0.26% | 84 |
|
|
2019
Q3 | $540K | Buy |
10,586
+845
| +9% | +$43K | 0.29% | 80 |
|
|
2019
Q2 | $496K | Sell |
9,741
-521
| -5% | -$26.5K | 0.29% | 78 |
|
|
2019
Q1 | $522K | Sell |
10,262
-434
| -4% | -$22K | 0.29% | 72 |
|
|
2018
Q4 | $539K | Buy |
10,696
+564
| +6% | +$28.6K | 0.37% | 55 |
|
|
2018
Q3 | $517K | Hold |
10,132
| – | – | 0.3% | 61 |
|
|
2018
Q2 | $517K | Buy |
10,132
+415
| +4% | +$21.2K | 0.32% | 58 |
|
|
2018
Q1 | $495K | Hold |
9,717
| – | – | 0.31% | 62 |
|
|
2017
Q4 | $494K | Buy |
+9,717
| New | +$495K | 0.3% | 68 |
|
Other funds holding FLOT
NYLIM
GT
WealthShield Partners's FLOT Position: Q2 2026 in Review
WealthShield Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 140 shares — an estimated $7.13K sold.
WealthShield Partners first reported a position in FLOT in Q4 2017 and held it in 33 quarters. The position peaked at $540K in Q3 2019. 688 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.
- WealthShield Partners reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
- WealthShield Partners sold 140 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $7.13K.
- WealthShield Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and held it in 33 quarters.
- WealthShield Partners's iShares Floating Rate Bond ETF position peaked at $540K in Q3 2019.
- 688 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.