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

Fiduciary Financial 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
Q4 		– Sell
-4,354
Closed -$222K – 335
2025
Q3 		$222K Sell
4,354
-759
-15% -$38.7K 0.04% 297
2025
Q2 		$260K Hold
5,113
– – 0.05% 248
2025
Q1 		$257K Sell
5,113
-727
-12% -$37.1K 0.06% 223
2024
Q4 		$298K Sell
5,840
-125
-2% -$6.37K 0.06% 197
2024
Q3 		$304K Hold
5,965
– – 0.07% 203
2024
Q2 		$304K Buy
+5,965
New +$304K 0.07% 193

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Financial Group's FLOT Position: Q4 2025 in Review

Fiduciary Financial Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 4,354 shares — an estimated $222K sold.

Fiduciary Financial Group first reported a position in FLOT in Q2 2024 and held it in 6 quarters. The position peaked at $304K in Q2 2024. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Fiduciary Financial Group reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 4,354 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $222K.
  • Fiduciary Financial Group first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and held it in 6 quarters.
  • Fiduciary Financial Group's iShares Floating Rate Bond ETF position peaked at $304K in Q2 2024.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Fiduciary Financial Group's 13F filing for Q4 2025, filed 12 Jan 2026.