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

Ramiah Investment 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 Q1	–	Sell	-3,948	Closed	-$201K	–	53
2024 Q4	$201K	Sell	3,948 -315	-7%	-$16K	0.18%	59
2024 Q3	$218K	Buy	4,263 +95	+2%	+$4.84K	0.21%	61
2024 Q2	$213K	Sell	4,168 -2,020	-33%	-$103K	0.21%	59
2024 Q1	$316K	Sell	6,188 -357	-5%	-$18.2K	0.3%	53
2023 Q4	$331K	Buy	+6,545	New	+$332K	0.31%	54
2022 Q3	–	Sell	-123,199	Closed	-$6.15M	–	51
2022 Q2	$6.15M	Sell	123,199 -1,041,262	-89%	-$52.4M	5.02%	4
2022 Q1	$58.8M	Buy	+1,164,461	New	+$59M	40.74%	1

Other funds holding FLOT

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

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

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

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

Ramiah Investment Group's FLOT Position: Q1 2025 in Review

Ramiah Investment Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2025, closing a stake of 3,948 shares — an estimated $201K sold.

Ramiah Investment Group first reported a position in FLOT in Q1 2022 and held it in 7 quarters. The position peaked at $58.8M in Q1 2022. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2025.

Ramiah Investment Group reported no remaining iShares Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
Ramiah Investment Group sold 3,948 iShares Floating Rate Bond ETF shares in Q1 2025, an estimated $201K.
Ramiah Investment Group first reported a position in iShares Floating Rate Bond ETF in Q1 2022 and held it in 7 quarters.
Ramiah Investment Group's iShares Floating Rate Bond ETF position peaked at $58.8M in Q1 2022.
657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2025.

Based on Ramiah Investment Group's 13F filing for Q1 2025, filed 30 Apr 2025.