JIP
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Jaffetilchin Investment Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Jaffetilchin Investment 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
2026
Q1 		$1.51M Sell
29,705
-37
-0.1% -$1.88K 0.09% 145
2025
Q4 		$1.51M Buy
29,742
+396
+1% +$20.2K 0.09% 145
2025
Q3 		$1.5M Buy
29,346
+73
+0.2% +$3.72K 0.09% 144
2025
Q2 		$1.49M Sell
29,273
-1,467
-5% -$74.5K 0.1% 140
2025
Q1 		$1.57M Buy
30,740
+191
+0.6% +$9.74K 0.11% 130
2024
Q4 		$1.55M Buy
30,549
+434
+1% +$22.1K 0.11% 124
2024
Q3 		$1.54M Buy
30,115
+362
+1% +$18.4K 0.12% 109
2024
Q2 		$1.52M Sell
29,753
-467
-2% -$23.8K 0.13% 98
2024
Q1 		$1.54M Sell
30,220
-16,871
-36% -$858K 0.14% 99
2023
Q4 		$2.38M Buy
47,091
+146
+0.3% +$7.4K 0.23% 76
2023
Q3 		$2.39M Buy
46,945
+383
+0.8% +$19.4K 0.26% 66
2023
Q2 		$2.37M Sell
46,562
-59,269
-56% -$3M 0.25% 66
2023
Q1 		$5.33M Sell
105,831
-174,469
-62% -$8.8M 0.61% 41
2022
Q4 		$14.1M Sell
280,300
-250,135
-47% -$12.6M 1.72% 9
2022
Q3 		$26.7M Sell
530,435
-37,063
-7% -$1.86M 3.42% 6
2022
Q2 		$28.3M Buy
567,498
+41,620
+8% +$2.1M 3.35% 6
2022
Q1 		$26.5M Buy
+525,878
New +$26.6M 3.12% 7
2020
Q4 		– Sell
-8,604
Closed -$436K – 282
2020
Q3 		$436K Sell
8,604
-646
-7% -$32.7K 0.08% 149
2020
Q2 		$468K Sell
9,250
-5,828
-39% -$292K 0.1% 120
2020
Q1 		$735K Sell
15,078
-235,956
-94% -$11.8M 0.26% 60
2019
Q4 		$12.8M Sell
251,034
-2,678
-1% -$136K 2.76% 9
2019
Q3 		$12.9M Buy
253,712
+6,332
+3% +$322K 3.09% 9
2019
Q2 		$12.6M Sell
247,380
-27,022
-10% -$1.37M 2.93% 7
2019
Q1 		$14M Buy
274,402
+151,455
+123% +$7.68M 3.1% 5
2018
Q4 		$6.19M Sell
122,947
-54,549
-31% -$2.77M 1.55% 12
2018
Q3 		$9.06M Sell
177,496
-11,057
-6% -$564K 1.91% 9
2018
Q2 		$9.62M Buy
188,553
+6,409
+4% +$327K 2.14% 8
2018
Q1 		$9.28M Buy
182,144
+30,353
+20% +$1.55M 2.08% 9
2017
Q4 		$7.71M Sell
151,791
-44,915
-23% -$2.29M 2.57% 8
2017
Q3 		$10M Buy
196,706
+49,970
+34% +$2.54M 2.36% 8
2017
Q2 		$7.47M Sell
146,736
-18,847
-11% -$958K 2.53% 9
2017
Q1 		$8.42M Buy
+165,583
New +$8.41M 2.14% 10

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GT
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jaffetilchin Investment Partners's FLOT Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its iShares Floating Rate Bond ETF (FLOT) stake by 0.12% in Q1 2026, selling an estimated $1.88K and leaving 29,705 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #145.

Jaffetilchin Investment Partners first reported a position in FLOT in Q1 2017 and has held it in 32 quarters since. The position peaked at $28.3M in Q2 2022. 658 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Jaffetilchin Investment Partners held 29,705 shares of iShares Floating Rate Bond ETF worth $1.51M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 37 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $1.88K.
  • iShares Floating Rate Bond ETF made up 0.09% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #145 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2017 and has held it in 32 quarters since.
  • Jaffetilchin Investment Partners's iShares Floating Rate Bond ETF position peaked at $28.3M in Q2 2022.
  • 658 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.