Guidance Point Advisors, LLC FLOT — ISHARES TR FLTG RATE NT ETF

Ownership history in Guidance Point Advisors, LLC  ·  30 quarters on record

AI Ownership Summary

Guidance Point Advisors, LLC reported ISHARES TR FLTG RATE NT ETF (FLOT) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2023 Q4. The latest visible filing shows FLOT at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guidance Point Advisors, LLC's position in ISHARES TR FLTG RATE NT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLOT was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLOT stock page Guidance Point Advisors, LLC fund profile Guidance Point Advisors, LLC full holdings
How Guidance Point Advisors, LLC held FLOT — position size vs. price
% of Fund (quarterly)    FLOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,069 +1,068 +6.3% 0.22% $921K 2026-05-12 $50.92
2025 Q4 ADDED — — — 17,001 +1,000 +6.2% 0.20% $865K 2026-02-11 $50.42
2025 Q3 ADDED — — — 16,001 +373 +2.4% 0.20% $818K 2025-10-23 $49.75
2025 Q2 REDUCED — — — 15,628 -399 -2.5% 0.20% $797K 2025-08-11 $49.27
2025 Q1 REDUCED 5.4% +1.2% ❌ 16,027 -915 -5.4% 0.23% $818K 2025-05-14 $48.54
2024 Q4 ADDED — — — 16,942 +229 +1.4% 0.24% $862K 2025-02-12 $48.09
2024 Q3 ADDED — — — 16,713 +184 +1.1% 0.25% $853K 2024-10-30 $47.32
2024 Q2 REDUCED — — — 16,529 -457 -2.7% 0.26% $844K 2024-07-26 $46.66
2024 Q1 REDUCED — — — 16,986 -92 -0.5% 0.28% $868K 2024-05-10 $46.11
2023 Q4 REDUCED 17.3% +1.9% ❌ 17,078 -3,574 -17.3% 0.32% $865K 2024-01-30 $45.18
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLOT

As of 2026 Q1 — sorted by position size

Demars Financial Group, LLC 3Y 11.87% Walker Financial Services, Inc. 11.33% TriaGen Wealth Management LLC 3Y 9.5% HARTLINE INVESTMENT CORP/ 3Y 7Y 7.89% KW WEALTH MANAGEMENT LLC 7.84% Summit Portfolio Management, LTD. 7.28% Monetary Solutions, Ltd 6.94% MOULTON WEALTH MANAGEMENT, INC 3Y 6.78% HOGE FINANCIAL SERVICES, LLC 5.79% Cascade Wealth Advisors, Inc 5.76%

FAQ About Guidance Point Advisors, LLC and FLOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Guidance Point Advisors, LLC reported owning FLOT?

Guidance Point Advisors, LLC reported FLOT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FLOT position in Guidance Point Advisors, LLC's portfolio?

The largest reported portfolio weight for FLOT was 0.32% in 2023 Q4.

What is the latest reported FLOT position on this page?

The most recent filing on this page is 2026 Q1, when Guidance Point Advisors, LLC reported 18,069 shares, equal to 0.22% of portfolio, with an estimated market value of $921K.

What does the chart on this FLOT ownership page compare?

The chart compares Guidance Point Advisors, LLC's quarterly FLOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Guidance Point Advisors, LLC time their FLOT position?

Based on 13F filing dates vs. subsequent FLOT price moves, Guidance Point Advisors, LLC correctly timed 11 out of 29 reported position changes (38%). The annualised alpha on FLOT relative to SPY over the holding period was -7.7%.

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