FLOT — iShares Floating Rate Bond ETF (FLOT)

Ownership history in Rede Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in iShares Floating Rate Bond ETF (FLOT) (FLOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.26% (2025 Q3)
Avg. % of fund
0.26%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 6,446 — — 0.26% $329K $49.95
% of Fund (quarterly)    FLOT price (monthly, adj. close)

Other funds also holding FLOT

As of 2025 Q4 — sorted by position size

Demars Financial Group, LLC 3Y 12.2% Walker Financial Services, Inc. 10.1% KW WEALTH MANAGEMENT LLC 7.84% HARTLINE INVESTMENT CORP/ 3Y 7Y 7.8% Turning Point Benefit Group, Inc. 6.62% TriaGen Wealth Management LLC 3Y 6.44% Cascade Wealth Advisors, Inc 5.94% Financial Sense Advisors, Inc. 3Y 7Y 5.74% MCMORGAN & CO LLC 3Y 7Y 5.6% HOGE FINANCIAL SERVICES, LLC 5.32%
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