MIM
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MTM Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

MTM Investment 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
2026
Q2 		– Sell
-133
Closed -$6.78K – 719
2026
Q1 		$6.78K Buy
+133
New +$6.77K ﹤0.01% 570
2022
Q1 		– Sell
-18
Closed -$1K – 289
2021
Q4 		$1K Hold
18
– – ﹤0.01% 286
2021
Q3 		$1K Hold
18
– – ﹤0.01% 265
2021
Q2 		$1K Hold
18
– – ﹤0.01% 259
2021
Q1 		$1K Buy
+18
New +$914 ﹤0.01% 252

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MTM Investment Management's FLOT Position: Q2 2026 in Review

MTM Investment Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 133 shares — an estimated $6.78K sold.

MTM Investment Management first reported a position in FLOT in Q1 2021 and held it in 5 quarters. The position peaked at $6.78K in Q1 2026. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • MTM Investment Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MTM Investment Management sold 133 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $6.78K.
  • MTM Investment Management first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and held it in 5 quarters.
  • MTM Investment Management's iShares Floating Rate Bond ETF position peaked at $6.78K in Q1 2026.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.