Caitlin John’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Caitlin John’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 Q1	$5.76K	Hold	113	–	–	﹤0.01%	600
2025 Q4	$5.75K	Sell	113 -245	-68%	-$12.5K	﹤0.01%	620
2025 Q3	$18.3K	Buy	+358	New	+$18.2K	0.01%	413
2025 Q1	–	Sell	-358	Closed	-$18.2K	–	346
2024 Q4	$18.2K	Hold	358	–	–	0.01%	386
2024 Q3	$18.2K	Hold	358	–	–	0.01%	403
2024 Q2	$18.3K	Hold	358	–	–	0.01%	361
2024 Q1	$18.3K	Sell	358 -190	-35%	-$9.67K	0.01%	373
2023 Q4	$27.7K	Buy	+548	New	+$27.8K	0.02%	293

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Caitlin John's FLOT Position: Q1 2026 in Review

Caitlin John held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2026 at 113 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Caitlin John first reported a position in FLOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $27.7K in Q4 2023. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Caitlin John held 113 shares of iShares Floating Rate Bond ETF worth $5.76K as of Q1 2026.
Caitlin John left its iShares Floating Rate Bond ETF share count unchanged in Q1 2026.
iShares Floating Rate Bond ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #600 holding.
Caitlin John first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares Floating Rate Bond ETF position peaked at $27.7K in Q4 2023.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.