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XY Planning Network’s iShares Floating Rate Bond ETF FLOT Stock Holding History

XY Planning Network’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 		$3.26M Buy
63,859
+14,879
+30% +$758K 0.41% 57
2026
Q1 		$2.48M Buy
48,980
+7,054
+17% +$359K 0.4% 61
2025
Q4 		$2.13M Buy
+41,926
New +$2.14M 0.37% 69

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

XY Planning Network's FLOT Position: Q2 2026 in Review

XY Planning Network increased its iShares Floating Rate Bond ETF (FLOT) stake by 30% in Q2 2026, buying an estimated $758K and bringing the position to 63,859 shares worth $3.26M. The position accounts for 0.41% of the portfolio, ranked #57.

XY Planning Network first reported a position in FLOT in Q4 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • XY Planning Network held 63,859 shares of iShares Floating Rate Bond ETF worth $3.26M as of Q2 2026.
  • XY Planning Network bought 14,879 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $758K.
  • iShares Floating Rate Bond ETF made up 0.41% of XY Planning Network's portfolio in Q2 2026, its #57 holding.
  • XY Planning Network first reported a position in iShares Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.