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Mezzasalma Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Mezzasalma Advisors’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 		$262K Sell
5,144
-176
-3% -$8.96K 0.07% 135
2025
Q4 		$271K Hold
5,320
– – 0.07% 135
2025
Q3 		$272K Sell
5,320
-156
-3% -$7.95K 0.07% 135
2025
Q2 		$279K Hold
5,476
– – 0.08% 120
2025
Q1 		$280K Sell
5,476
-441
-7% -$22.5K 0.1% 122
2024
Q4 		$301K Sell
5,917
-246
-4% -$12.5K 0.1% 112
2024
Q3 		$315K Sell
6,163
-479
-7% -$24.4K 0.12% 65
2024
Q2 		$339K Buy
+6,642
New +$339K 0.15% 54

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

Mezzasalma Advisors's FLOT Position: Q1 2026 in Review

Mezzasalma Advisors reduced its iShares Floating Rate Bond ETF (FLOT) stake by 3.3% in Q1 2026, selling an estimated $8.96K and leaving 5,144 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #135.

Mezzasalma Advisors first reported a position in FLOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $339K in Q2 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Mezzasalma Advisors held 5,144 shares of iShares Floating Rate Bond ETF worth $262K as of Q1 2026.
  • Mezzasalma Advisors sold 176 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $8.96K.
  • iShares Floating Rate Bond ETF made up 0.07% of Mezzasalma Advisors's portfolio in Q1 2026, its #135 holding.
  • Mezzasalma Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Mezzasalma Advisors's iShares Floating Rate Bond ETF position peaked at $339K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.