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JT Stratford LLC’s iShares Floating Rate Bond ETF FLOT Stock Holding History

JT Stratford LLC’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 		$6.14M Buy
120,436
+8,837
+8% +$450K 0.78% 27
2025
Q4 		$5.68M Sell
111,599
-234
-0.2% -$11.9K 0.73% 28
2025
Q3 		$5.71M Sell
111,833
-17,701
-14% -$902K 0.77% 25
2025
Q2 		$6.61M Buy
129,534
+117,311
+960% +$5.96M 1% 20
2025
Q1 		$624K Buy
+12,223
New +$623K 0.11% 179

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

JT Stratford LLC's FLOT Position: Q1 2026 in Review

JT Stratford LLC increased its iShares Floating Rate Bond ETF (FLOT) stake by 7.9% in Q1 2026, buying an estimated $450K and bringing the position to 120,436 shares worth $6.14M. The position accounts for 0.78% of the portfolio, ranked #27.

JT Stratford LLC first reported a position in FLOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.61M in Q2 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • JT Stratford LLC held 120,436 shares of iShares Floating Rate Bond ETF worth $6.14M as of Q1 2026.
  • JT Stratford LLC bought 8,837 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $450K.
  • iShares Floating Rate Bond ETF made up 0.78% of JT Stratford LLC's portfolio in Q1 2026, its #27 holding.
  • JT Stratford LLC first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • JT Stratford LLC's iShares Floating Rate Bond ETF position peaked at $6.61M in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.