GRP
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Global Retirement Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Global Retirement Partners’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 		$1.76M Sell
34,541
-4,149
-11% -$211K 0.03% 467
2025
Q3 		$1.98M Sell
38,690
-2,777
-7% -$142K 0.04% 363
2025
Q2 		$2.12M Buy
+41,467
New +$2.11M 0.05% 327
2024
Q4 		$2.1M Buy
41,251
+3,524
+9% +$179K 0.06% 294
2024
Q3 		$1.93M Sell
37,727
-484
-1% -$24.7K 0.06% 288
2024
Q2 		$1.95M Sell
38,211
-36,212
-49% -$1.85M 0.06% 279
2024
Q1 		$3.8M Sell
74,423
-1,506
-2% -$76.6K 0.14% 153
2023
Q4 		$3.86M Sell
75,929
-58,539
-44% -$2.97M 0.16% 135
2023
Q3 		$6.81M Sell
134,468
-21,724
-14% -$1.1M 0.34% 67
2023
Q2 		$7.94M Buy
156,192
+78
+0% +$3.94K 0.39% 52
2023
Q1 		$7.87M Buy
156,114
+66,777
+75% +$3.37M 0.42% 45
2022
Q4 		$4.5M Buy
89,337
+2,718
+3% +$136K 0.31% 69
2022
Q3 		$4.35M Buy
86,619
+64,184
+286% +$3.22M 0.33% 61
2022
Q2 		$1.12M Sell
22,435
-1,251
-5% -$63K 0.09% 230
2022
Q1 		$1.19M Buy
+23,686
New +$1.2M 0.09% 225
2021
Q4 		– Sell
-11,150
Closed -$567K – 765
2021
Q3 		$567K Buy
11,150
+777
+7% +$39.5K 0.06% 278
2021
Q2 		$527K Sell
10,373
-2,614
-20% -$133K 0.05% 282
2021
Q1 		$659K Sell
12,987
-965
-7% -$49K 0.08% 217
2020
Q4 		$708K Sell
13,952
-1,671
-11% -$84.7K 0.09% 193
2020
Q3 		$792K Sell
15,623
-154
-1% -$7.8K 0.12% 174
2020
Q2 		$798K Sell
15,777
-2,448
-13% -$123K 0.13% 158
2020
Q1 		$888K Buy
18,225
+1,569
+9% +$78.5K 0.17% 128
2019
Q4 		$848K Buy
16,656
+594
+4% +$30.3K 0.13% 161
2019
Q3 		$819K Buy
16,062
+5,736
+56% +$292K 0.13% 158
2019
Q2 		$526K Buy
10,326
+1,458
+16% +$74.2K 0.1% 179
2019
Q1 		$451K Sell
8,868
-2,503
-22% -$127K 0.11% 168
2018
Q4 		$573K Buy
11,371
+4,760
+72% +$241K 0.15% 139
2018
Q3 		$337K Sell
6,611
-26
-0.4% -$1.32K 0.08% 222
2018
Q2 		$338K Buy
6,637
+340
+5% +$17.3K 0.09% 214
2018
Q1 		$321K Buy
6,297
+4,524
+255% +$230K 0.09% 215
2017
Q4 		$90K Hold
1,773
– – 0.02% 386
2017
Q3 		$90K Buy
1,773
+95
+6% +$4.83K 0.04% 333
2017
Q2 		$85K Buy
1,678
+581
+53% +$29.5K 0.04% 321
2017
Q1 		$56K Sell
1,097
-490
-31% -$24.9K 0.03% 359
2016
Q4 		$81K Buy
+1,587
New +$80.5K 0.05% 276

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

Global Retirement Partners's FLOT Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Floating Rate Bond ETF (FLOT) stake by 11% in Q4 2025, selling an estimated $211K and leaving 34,541 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #467.

Global Retirement Partners first reported a position in FLOT in Q4 2016 and has held it in 35 quarters since. The position peaked at $7.94M in Q2 2023. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Global Retirement Partners held 34,541 shares of iShares Floating Rate Bond ETF worth $1.76M as of Q4 2025.
  • Global Retirement Partners sold 4,149 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $211K.
  • iShares Floating Rate Bond ETF made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #467 holding.
  • Global Retirement Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's iShares Floating Rate Bond ETF position peaked at $7.94M in Q2 2023.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.