SG
FLOT icon

Sharper & Granite’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Sharper & Granite’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
-4,982
Closed -$255K – 108
2025
Q3 		$255K Buy
4,982
+82
+2% +$4.18K 0.09% 98
2025
Q2 		$249K Buy
+4,900
New +$249K 0.09% 97
2024
Q2 		– Sell
-9,000
Closed -$458K – 100
2024
Q1 		$458K Hold
9,000
– – 0.22% 79
2023
Q4 		$456K Buy
+9,000
New +$456K 0.24% 79

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

Sharper & Granite's FLOT Position: Q4 2025 in Review

Sharper & Granite sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 4,982 shares — an estimated $255K sold.

Sharper & Granite first reported a position in FLOT in Q4 2023 and held it in 4 quarters. The position peaked at $458K in Q1 2024. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Sharper & Granite reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sharper & Granite sold 4,982 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $255K.
  • Sharper & Granite first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Sharper & Granite's iShares Floating Rate Bond ETF position peaked at $458K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Sharper & Granite's 13F filing for Q4 2025, filed 27 Jan 2026.