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Rosenblum Silverman Sutton’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Rosenblum Silverman Sutton’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
2026
Q2 		$8.78M Buy
171,980
+46,740
+37% +$2.38M 2.11% 17
2026
Q1 		$6.38M Buy
125,240
+3,075
+3% +$157K 1.67% 22
2025
Q4 		$6.21M Sell
122,165
-7,701
-6% -$392K 1.44% 25
2025
Q3 		$6.63M Sell
129,866
-2,595
-2% -$132K 1.51% 24
2025
Q2 		$6.76M Sell
132,461
-8,245
-6% -$419K 1.64% 21
2025
Q1 		$7.18M Buy
140,706
+4,671
+3% +$238K 1.98% 18
2024
Q4 		$6.92M Sell
136,035
-1,105
-0.8% -$56.3K 1.74% 19
2024
Q3 		$7M Sell
137,140
-13,610
-9% -$693K 1.79% 19
2024
Q2 		$7.7M Buy
150,750
+2,795
+2% +$143K 2.06% 18
2024
Q1 		$7.55M Buy
147,955
+2,085
+1% +$106K 2.14% 15
2023
Q4 		$7.38M Buy
145,870
+64,560
+79% +$3.27M 2.35% 15
2023
Q3 		$4.14M Buy
81,310
+9,575
+13% +$486K 1.41% 26
2023
Q2 		$3.65M Buy
+71,735
New +$3.63M 1.2% 31
2022
Q4 		– Sell
-19,735
Closed -$992K – 66
2022
Q3 		$992K Sell
19,735
-1,560
-7% -$78.3K 0.36% 48
2022
Q2 		$1.06M Buy
+21,295
New +$1.07M 0.35% 48

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rosenblum Silverman Sutton's FLOT Position: Q2 2026 in Review

Rosenblum Silverman Sutton increased its iShares Floating Rate Bond ETF (FLOT) stake by 37% in Q2 2026, buying an estimated $2.38M and bringing the position to 171,980 shares worth $8.78M. The position accounts for 2.11% of the portfolio, ranked #17.

Rosenblum Silverman Sutton first reported a position in FLOT in Q2 2022 and has held it in 15 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Rosenblum Silverman Sutton held 171,980 shares of iShares Floating Rate Bond ETF worth $8.78M as of Q2 2026.
  • Rosenblum Silverman Sutton bought 46,740 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $2.38M.
  • iShares Floating Rate Bond ETF made up 2.11% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #17 holding.
  • Rosenblum Silverman Sutton first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.