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Sherman Asset Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Sherman Asset 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
2026
Q1 		$521K Buy
10,233
+2,694
+36% +$137K 0.48% 32
2025
Q4 		$383K Buy
7,539
+520
+7% +$26.5K 0.32% 43
2025
Q3 		$359K Sell
7,019
-63
-0.9% -$3.21K 0.31% 39
2025
Q2 		$361K Buy
7,082
+26
+0.4% +$1.32K 0.32% 40
2025
Q1 		$360K Buy
7,056
+1,132
+19% +$57.7K 0.34% 42
2024
Q4 		$301K Buy
+5,924
New +$302K 0.28% 43

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sherman Asset Management's FLOT Position: Q1 2026 in Review

Sherman Asset Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 36% in Q1 2026, buying an estimated $137K and bringing the position to 10,233 shares worth $521K. The position accounts for 0.48% of the portfolio, ranked #32.

Sherman Asset Management first reported a position in FLOT in Q4 2024 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Sherman Asset Management held 10,233 shares of iShares Floating Rate Bond ETF worth $521K as of Q1 2026.
  • Sherman Asset Management bought 2,694 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $137K.
  • iShares Floating Rate Bond ETF made up 0.48% of Sherman Asset Management's portfolio in Q1 2026, its #32 holding.
  • Sherman Asset Management first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.