MFT
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Moisand Fitzgerald Tamayo’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-178
Closed -$9.06K – 599
2024
Q4 		$9.06K Sell
178
-346
-66% -$17.6K ﹤0.01% 355
2024
Q3 		$26.7K Buy
+524
New +$26.7K ﹤0.01% 250

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FLOT Position: Q1 2025 in Review

Moisand Fitzgerald Tamayo sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 178 shares — an estimated $9.06K sold.

Moisand Fitzgerald Tamayo first reported a position in FLOT in Q3 2024 and held it in 2 quarters. The position peaked at $26.7K in Q3 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

  • Moisand Fitzgerald Tamayo reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 178 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $9.06K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's iShares Floating Rate Bond ETF position peaked at $26.7K in Q3 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2025, filed 22 Apr 2025.