Nalls Sherbakoff Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Nalls Sherbakoff Group’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	$1.23M	Sell	24,281 -4,343	-15%	-$221K	0.89%	23
2025 Q3	$1.46M	Buy	28,624 +1,445	+5%	+$73.7K	0.99%	22
2025 Q2	$1.39M	Sell	27,179 -419	-2%	-$21.3K	1.01%	21
2025 Q1	$1.41M	Buy	+27,598	New	+$1.41M	1.15%	19
2023 Q4	$1.31M	Sell	25,953 -324	-1%	-$16.4K	1.17%	20
2023 Q3	$1.34M	Buy	26,277 +316	+1%	+$16K	1.3%	16
2023 Q2	$1.32M	Buy	25,961 +117	+0.5%	+$5.91K	1.29%	16
2023 Q1	$1.3M	Buy	+25,844	New	+$1.3M	1.3%	16
2018 Q4	$775K	Buy	+15,385	New	+$781K	1.24%	17

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nalls Sherbakoff Group's FLOT Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 15% in Q4 2025, selling an estimated $221K and leaving 24,281 shares worth $1.23M. The position accounts for 0.89% of the portfolio, ranked #23.

Nalls Sherbakoff Group first reported a position in FLOT in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.46M in Q3 2025. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

Nalls Sherbakoff Group held 24,281 shares of iShares Floating Rate Bond ETF worth $1.23M as of Q4 2025.
Nalls Sherbakoff Group sold 4,343 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $221K.
iShares Floating Rate Bond ETF made up 0.89% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #23 holding.
Nalls Sherbakoff Group first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares Floating Rate Bond ETF position peaked at $1.46M in Q3 2025.
638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.