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Nicholas Hoffman & Company’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Nicholas Hoffman & Company’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 		– Sell
-5,156
Closed -$263K – 324
2025
Q3 		$263K Hold
5,156
– – 0.01% 277
2025
Q2 		$263K Hold
5,156
– – 0.01% 271
2025
Q1 		$263K Buy
+5,156
New +$263K 0.01% 258

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 $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nicholas Hoffman & Company's FLOT Position: Q4 2025 in Review

Nicholas Hoffman & Company sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 5,156 shares — an estimated $263K sold.

Nicholas Hoffman & Company first reported a position in FLOT in Q1 2025 and held it in 3 quarters. The position peaked at $263K in Q3 2025. 639 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Nicholas Hoffman & Company reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 5,156 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $263K.
  • Nicholas Hoffman & Company first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Nicholas Hoffman & Company's iShares Floating Rate Bond ETF position peaked at $263K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Nicholas Hoffman & Company's 13F filing for Q4 2025, filed 2 Feb 2026.