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

Seed Wealth Management’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	-55,892	Closed	-$2.86M	–	109
2025 Q3	$2.86M	Sell	55,892 -2,078	-4%	-$106K	1.97%	9
2025 Q2	$2.96M	Buy	+57,970	New	+$2.94M	2.2%	9
2023 Q4	–	Sell	-58,255	Closed	-$2.96M	–	150
2023 Q3	$2.96M	Sell	58,255 -7,645	-12%	-$388K	3.33%	5
2023 Q2	$3.35M	Sell	65,900 -36,040	-35%	-$1.82M	3.55%	4
2023 Q1	$5.14M	Buy	101,940 +5,875	+6%	+$296K	5.82%	1
2022 Q4	$4.83M	Buy	+96,065	New	+$4.82M	5.54%	1

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

Seed Wealth Management's FLOT Position: Q4 2025 in Review

Seed Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 55,892 shares — an estimated $2.86M sold.

Seed Wealth Management first reported a position in FLOT in Q4 2022 and held it in 6 quarters. The position peaked at $5.14M in Q1 2023. 642 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

Seed Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
Seed Wealth Management sold 55,892 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $2.86M.
Seed Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and held it in 6 quarters.
Seed Wealth Management's iShares Floating Rate Bond ETF position peaked at $5.14M in Q1 2023.
642 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Seed Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.