Rede Wealth’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Rede Wealth’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	-6,446	Closed	-$329K	–	133
2025 Q3	$329K	Buy	+6,446	New	+$329K	0.26%	71

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rede Wealth's FLOT Position: Q4 2025 in Review

Rede Wealth sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 6,446 shares — an estimated $329K sold.

Rede Wealth first reported a position in FLOT in Q3 2025 and held it in 1 quarter. The position peaked at $329K in Q3 2025. 641 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

Rede Wealth reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
Rede Wealth sold 6,446 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $329K.
Rede Wealth first reported a position in iShares Floating Rate Bond ETF in Q3 2025 and held it in 1 quarter.
Rede Wealth's iShares Floating Rate Bond ETF position peaked at $329K in Q3 2025.
641 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.