Gerber Kawasaki Wealth & Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 Q2	$1.52M	Buy	29,756 +183	+0.6%	+$9.32K	0.04%	143
2026 Q1	$1.51M	Sell	29,573 -3,176	-10%	-$162K	0.05%	136
2025 Q4	$1.67M	Sell	32,749 -6,053	-16%	-$308K	0.06%	124
2025 Q3	$1.98M	Sell	38,802 -21,752	-36%	-$1.11M	0.07%	113
2025 Q2	$3.09M	Sell	60,554 -1,600	-3%	-$81.3K	0.12%	93
2025 Q1	$3.17M	Buy	62,154 +21,192	+52%	+$1.08M	0.14%	86
2024 Q4	$2.08M	Sell	40,962 -3,131	-7%	-$159K	0.09%	102
2024 Q3	$2.25M	Buy	44,093 +724	+2%	+$36.9K	0.1%	103
2024 Q2	$2.22M	Buy	43,369 +9,999	+30%	+$510K	0.11%	96
2024 Q1	$1.7M	Buy	33,370 +580	+2%	+$29.5K	0.09%	109
2023 Q4	$1.66M	Sell	32,790 -4,147	-11%	-$210K	0.1%	109
2023 Q3	$1.88M	Buy	36,937 +8,566	+30%	+$435K	0.13%	94
2023 Q2	$1.44M	Buy	28,371 +7,436	+36%	+$376K	0.1%	108
2023 Q1	$1.05M	Buy	+20,935	New	+$1.06M	0.08%	128

Other funds holding FLOT

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

NYLIM

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

Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 1-Year Est. Return

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

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FLOT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 0.62% in Q2 2026, buying an estimated $9.32K and bringing the position to 29,756 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #143.

Gerber Kawasaki Wealth & Investment Management first reported a position in FLOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.17M in Q1 2025. 509 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 29,756 shares of iShares Floating Rate Bond ETF worth $1.52M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 183 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $9.32K.
iShares Floating Rate Bond ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #143 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Gerber Kawasaki Wealth & Investment Management's iShares Floating Rate Bond ETF position peaked at $3.17M in Q1 2025.
509 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.