SRC
FLOT icon

Shufro Rose & Co’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Shufro Rose & Co’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 		$1.68M Hold
33,000
– – 0.1% 90
2026
Q1 		$1.68M Buy
33,000
+15,700
+91% +$800K 0.11% 87
2025
Q4 		$880K Buy
17,300
+5,400
+45% +$275K 0.06% 129
2025
Q3 		$607K Hold
11,900
– – 0.05% 153
2025
Q2 		$607K Hold
11,900
– – 0.05% 155
2025
Q1 		$607K Hold
11,900
– – 0.05% 157
2024
Q4 		$605K Sell
11,900
-800
-6% -$40.7K 0.05% 151
2024
Q3 		$649K Hold
12,700
– – 0.05% 147
2024
Q2 		$649K Buy
+12,700
New +$648K 0.05% 147

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

Shufro Rose & Co's FLOT Position: Q2 2026 in Review

Shufro Rose & Co held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 33,000 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #90.

Shufro Rose & Co first reported a position in FLOT in Q2 2024 and has held it in 9 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Shufro Rose & Co held 33,000 shares of iShares Floating Rate Bond ETF worth $1.68M as of Q2 2026.
  • Shufro Rose & Co left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.1% of Shufro Rose & Co's portfolio in Q2 2026, its #90 holding.
  • Shufro Rose & Co first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.