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Spinnaker Investment Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Spinnaker Investment Group’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 		– Sell
-4,307
Closed -$219K – 158
2025
Q4 		$219K Hold
4,307
– – 0.04% 157
2025
Q3 		$220K Hold
4,307
– – 0.04% 145
2025
Q2 		$220K Sell
4,307
-793
-16% -$40.3K 0.05% 95
2025
Q1 		$260K Hold
5,100
– – 0.06% 91
2024
Q4 		$259K Buy
+5,100
New +$260K 0.06% 83

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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

Spinnaker Investment Group's FLOT Position: Q1 2026 in Review

Spinnaker Investment Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 4,307 shares — an estimated $219K sold.

Spinnaker Investment Group first reported a position in FLOT in Q4 2024 and held it in 5 quarters. The position peaked at $260K in Q1 2025. 661 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Spinnaker Investment Group reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Spinnaker Investment Group sold 4,307 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $219K.
  • Spinnaker Investment Group first reported a position in iShares Floating Rate Bond ETF in Q4 2024 and held it in 5 quarters.
  • Spinnaker Investment Group's iShares Floating Rate Bond ETF position peaked at $260K in Q1 2025.
  • 661 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Spinnaker Investment Group's 13F filing for Q1 2026, filed 8 Apr 2026.