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Matthew Hamilton Rosenberg’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Matthew Hamilton Rosenberg’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 		– Sell
-800
Closed -$40.9K – 810
2025
Q3 		$40.9K Hold
800
– – 0.01% 450
2025
Q2 		$40.8K Hold
800
– – 0.01% 468
2025
Q1 		$40.8K Sell
800
-329
-29% -$16.8K 0.01% 454
2024
Q4 		$57.4K Hold
1,129
– – 0.01% 397
2024
Q3 		$57.6K Hold
1,129
– – 0.02% 401
2024
Q2 		$57.4K Hold
1,129
– – 0.02% 397
2024
Q1 		$57.4K Hold
1,129
– – 0.02% 409
2023
Q4 		$57.1K Hold
1,129
– – 0.02% 408
2023
Q3 		$57.5K Hold
1,129
– – 0.02% 394
2023
Q2 		$57.4K Hold
1,129
– – 0.02% 402
2023
Q1 		$56.9K Hold
1,129
– – 0.02% 436
2022
Q4 		$56.8K Sell
1,129
-51
-4% -$2.56K 0.02% 426
2022
Q3 		$59K Buy
1,180
+51
+5% +$2.56K 0.02% 394
2022
Q2 		$56K Hold
1,129
– – 0.02% 419
2022
Q1 		$57K Hold
1,129
– – 0.02% 429
2021
Q4 		$57K Hold
1,129
– – 0.02% 397
2021
Q3 		$57K Hold
1,129
– – 0.02% 370
2021
Q2 		$57K Hold
1,129
– – 0.03% 340
2021
Q1 		$57K Hold
1,129
– – 0.03% 332
2020
Q4 		$57K Buy
1,129
+800
+243% +$40.6K 0.04% 316
2020
Q3 		$17K Hold
329
– – 0.01% 414
2020
Q2 		$17K Sell
329
-1,122
-77% -$56.1K 0.01% 433
2020
Q1 		$177K Buy
+1,451
New +$72.6K 0.18% 60

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Matthew Hamilton Rosenberg's FLOT Position: Q4 2025 in Review

Matthew Hamilton Rosenberg sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 800 shares — an estimated $40.9K sold.

Matthew Hamilton Rosenberg first reported a position in FLOT in Q1 2020 and held it in 23 quarters. The position peaked at $177K in Q1 2020. 641 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Matthew Hamilton Rosenberg reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 800 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $40.9K.
  • Matthew Hamilton Rosenberg first reported a position in iShares Floating Rate Bond ETF in Q1 2020 and held it in 23 quarters.
  • Matthew Hamilton Rosenberg's iShares Floating Rate Bond ETF position peaked at $177K in Q1 2020.
  • 641 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2025, filed 5 Jan 2026.