Planning Strategies Inc.’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Planning Strategies Inc.’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	$12K	Buy	+236	New	+$12K	0.01%	303

Other funds holding FLOT

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Planning Strategies Inc.'s FLOT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2026: 236 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

266 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Planning Strategies Inc. held 236 shares of iShares Floating Rate Bond ETF worth $12K as of Q2 2026.
iShares Floating Rate Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Floating Rate Bond ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #303 holding.
266 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.