MONUMENTAL FINANCIAL GROUP INC. FLOT — ISHARES TR

Ownership history in MONUMENTAL FINANCIAL GROUP INC.  ·  10 quarters on record

AI Ownership Summary

MONUMENTAL FINANCIAL GROUP INC. reported ISHARES TR (FLOT) in 10 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 4.45% in 2024 Q2. The latest visible filing shows FLOT at 2.44% 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 MONUMENTAL FINANCIAL GROUP INC.'s position in ISHARES TR, 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
2024 Q3

FLOT was reported at 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.45% in 2024 Q2

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 2024 Q3

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 MONUMENTAL FINANCIAL GROUP INC. fund profile MONUMENTAL FINANCIAL GROUP INC. full holdings
How MONUMENTAL FINANCIAL GROUP INC. 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 35.5% +1.5% ❌ 128,813 -70,891 -35.5% 2.44% $6.6M 2024-11-14 (Est.) $47.31
2024 Q2 ADDED — — — 199,704 +92,837 +86.9% 4.45% $10.2M 2024-08-05 $46.33
2024 Q1 REDUCED — — — 106,867 -1,841 -1.7% 2.90% $5.5M 2024-04-16 $45.72
2023 Q4 ADDED — — — 108,708 +72,320 +198.7% 3.28% $5.5M 2024-02-05 $45.09
6 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 MONUMENTAL FINANCIAL GROUP INC. and FLOT

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

How long has MONUMENTAL FINANCIAL GROUP INC. reported owning FLOT?

MONUMENTAL FINANCIAL GROUP INC. reported FLOT across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported FLOT position in MONUMENTAL FINANCIAL GROUP INC.'s portfolio?

The largest reported portfolio weight for FLOT was 4.45% in 2024 Q2.

What is the latest reported FLOT position on this page?

The most recent filing on this page is 2024 Q3, when MONUMENTAL FINANCIAL GROUP INC. reported 128,813 shares, equal to 2.44% of portfolio, with an estimated market value of $6.6M.

What does the chart on this FLOT ownership page compare?

The chart compares MONUMENTAL FINANCIAL GROUP INC.'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 MONUMENTAL FINANCIAL GROUP INC. time their FLOT position?

Based on 13F filing dates vs. subsequent FLOT price moves, MONUMENTAL FINANCIAL GROUP INC. correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on FLOT relative to SPY over the holding period was +158.6%.

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