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Patriot Investment Management Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Patriot Investment Management 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 		– Sell
-5,528
Closed -$282K – 245
2025
Q3 		$282K Hold
5,528
– – 0.02% 209
2025
Q2 		$282K Hold
5,528
– – 0.02% 207
2025
Q1 		$282K Hold
5,528
– – 0.02% 200
2024
Q4 		$281K Hold
5,528
– – 0.02% 201
2024
Q3 		$282K Hold
5,528
– – 0.02% 209
2024
Q2 		$282K Sell
5,528
-688
-11% -$35.1K 0.02% 207
2024
Q1 		$317K Sell
6,216
-850
-12% -$43.2K 0.03% 205
2023
Q4 		$358K Sell
7,066
-644
-8% -$32.6K 0.03% 185
2023
Q3 		$392K Sell
7,710
-953
-11% -$48.3K 0.04% 177
2023
Q2 		$440K Hold
8,663
– – 0.04% 175
2023
Q1 		$437K Sell
8,663
-400
-4% -$20.2K 0.04% 176
2022
Q4 		$459K Sell
9,063
-1,862
-17% -$93.5K 0.04% 173
2022
Q3 		$549K Sell
10,925
-200
-2% -$10K 0.06% 151
2022
Q2 		$555K Hold
11,125
– – 0.05% 153
2022
Q1 		$562K Hold
11,125
– – 0.05% 167
2021
Q4 		$564K Hold
11,125
– – 0.05% 166
2021
Q3 		$565K Buy
11,125
+12
+0.1% +$609 0.05% 158
2021
Q2 		$564K Hold
11,113
– – 0.05% 155
2021
Q1 		$564K Buy
11,113
+4,298
+63% +$218K 0.06% 151
2020
Q4 		$345K Sell
6,815
-8,768
-56% -$445K 0.05% 143
2020
Q3 		$790K Buy
15,583
+35
+0.2% +$1.77K 0.09% 117
2020
Q2 		$787K Buy
15,548
+68
+0.4% +$3.4K 0.1% 113
2020
Q1 		$754K Buy
15,480
+1,096
+8% +$54.8K 0.11% 99
2019
Q4 		$732K Buy
14,384
+98
+0.7% +$4.99K 0.09% 124
2019
Q3 		$726K Buy
14,286
+980
+7% +$49.9K 0.1% 120
2019
Q2 		$677K Sell
13,306
-58
-0.4% -$2.95K 0.09% 121
2019
Q1 		$680K Buy
+13,364
New +$678K 0.1% 121

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

Patriot Investment Management Group's FLOT Position: Q4 2025 in Review

Patriot Investment Management Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 5,528 shares — an estimated $282K sold.

Patriot Investment Management Group first reported a position in FLOT in Q1 2019 and held it in 27 quarters. The position peaked at $790K in Q3 2020. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Patriot Investment Management Group reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Patriot Investment Management Group sold 5,528 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $282K.
  • Patriot Investment Management Group first reported a position in iShares Floating Rate Bond ETF in Q1 2019 and held it in 27 quarters.
  • Patriot Investment Management Group's iShares Floating Rate Bond ETF position peaked at $790K in Q3 2020.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Patriot Investment Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.