Hoge Financial Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Hoge Financial Services’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	$10.8M	Buy	212,275 +18,206	+9%	+$927K	5.79%	5
2025 Q4	$9.87M	Buy	194,069 +19,399	+11%	+$988K	5.32%	7
2025 Q3	$8.92M	Buy	174,670 +7,185	+4%	+$366K	5.12%	7
2025 Q2	$8.57M	Buy	167,485 +7,799	+5%	+$396K	5.33%	7
2025 Q1	$8.15M	Buy	159,686 +10,121	+7%	+$516K	5.7%	7
2024 Q4	$7.61M	Buy	149,565 +7,209	+5%	+$367K	5.57%	7
2024 Q3	$7.27M	Buy	142,356 +1,883	+1%	+$95.9K	5.47%	7
2024 Q2	$7.18M	Buy	140,473 +4,804	+4%	+$245K	5.88%	7
2024 Q1	$6.93M	Sell	135,669 -10,099	-7%	-$514K	5.66%	7
2023 Q4	$7.38M	Buy	+145,768	New	+$7.39M	7.4%	5

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

Hoge Financial Services's FLOT Position: Q1 2026 in Review

Hoge Financial Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 9.4% in Q1 2026, buying an estimated $927K and bringing the position to 212,275 shares worth $10.8M. The position accounts for 5.79% of the portfolio, ranked #5.

Hoge Financial Services first reported a position in FLOT in Q4 2023 and has held it in 10 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Hoge Financial Services held 212,275 shares of iShares Floating Rate Bond ETF worth $10.8M as of Q1 2026.
Hoge Financial Services bought 18,206 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $927K.
iShares Floating Rate Bond ETF made up 5.79% of Hoge Financial Services's portfolio in Q1 2026, its #5 holding.
Hoge Financial Services first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 10 quarters since.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.