MWM
FLOT icon

MGB Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

MGB Wealth Management’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 		$1.27M Buy
24,967
+4,467
+22% +$228K 0.36% 57
2025
Q3 		$1.05M Sell
20,500
-487
-2% -$24.8K 0.3% 68
2025
Q2 		$1.07M Buy
20,987
+900
+4% +$45.7K 0.35% 62
2025
Q1 		$1.03M Buy
20,087
+579
+3% +$29.5K 0.37% 70
2024
Q4 		$992K Sell
19,508
-328
-2% -$16.7K 0.31% 67
2024
Q3 		$1.01M Buy
19,836
+5,975
+43% +$304K 0.37% 67
2024
Q2 		$707K Buy
13,861
+500
+4% +$25.5K 0.26% 85
2024
Q1 		$682K Hold
13,361
– – 0.28% 87
2023
Q4 		$676K Buy
+13,361
New +$677K 0.34% 81

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
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
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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGB Wealth Management's FLOT Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 22% in Q4 2025, buying an estimated $228K and bringing the position to 24,967 shares worth $1.27M. The position accounts for 0.36% of the portfolio, ranked #57.

MGB Wealth Management first reported a position in FLOT in Q4 2023 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • MGB Wealth Management held 24,967 shares of iShares Floating Rate Bond ETF worth $1.27M as of Q4 2025.
  • MGB Wealth Management bought 4,467 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $228K.
  • iShares Floating Rate Bond ETF made up 0.36% of MGB Wealth Management's portfolio in Q4 2025, its #57 holding.
  • MGB Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.