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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
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 $1.37T 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

Shufro Rose & Co's FLOT Position: Q1 2026 in Review

Shufro Rose & Co increased its iShares Floating Rate Bond ETF (FLOT) stake by 91% in Q1 2026, buying an estimated $800K and bringing the position to 33,000 shares worth $1.68M. The position accounts for 0.11% of the portfolio, ranked #87.

Shufro Rose & Co first reported a position in FLOT in Q2 2024 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Shufro Rose & Co held 33,000 shares of iShares Floating Rate Bond ETF worth $1.68M as of Q1 2026.
  • Shufro Rose & Co bought 15,700 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $800K.
  • iShares Floating Rate Bond ETF made up 0.11% of Shufro Rose & Co's portfolio in Q1 2026, its #87 holding.
  • Shufro Rose & Co first reported a position in iShares Floating Rate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.