AmeriFlex Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

AmeriFlex Group’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
2025 Q3	–	Sell	-638	Closed	-$32.5K	–	1159
2025 Q2	$32.5K	Hold	638	–	–	0.02%	471
2025 Q1	$32.6K	Hold	638	–	–	0.01%	579
2024 Q4	$32.6K	Buy	+638	New	+$32.5K	0.01%	532

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AmeriFlex Group's FLOT Position: Q3 2025 in Review

AmeriFlex Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 638 shares — an estimated $32.5K sold.

AmeriFlex Group first reported a position in FLOT in Q4 2024 and held it in 3 quarters. The position peaked at $32.6K in Q4 2024. 649 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

AmeriFlex Group reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
AmeriFlex Group sold 638 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $32.5K.
AmeriFlex Group first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and held it in 3 quarters.
AmeriFlex Group's iShares Floating Rate Bond ETF position peaked at $32.6K in Q4 2024.
649 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.