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

Tucker 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
2025 Q4	$37.1K	Buy	+730	New	+$37.2K	0.01%	347
2022 Q1	–	Sell	-80	Closed	-$4.06K	–	573
2021 Q4	$4.06K	Hold	80	–	–	﹤0.01%	325
2021 Q3	$4.06K	Hold	80	–	–	﹤0.01%	263
2021 Q2	$4.07K	Hold	80	–	–	﹤0.01%	248
2021 Q1	$4.06K	Sell	80 -1,461	-95%	-$74.2K	﹤0.01%	239
2020 Q4	$78.2K	Buy	+1,541	New	+$78.1K	0.05%	44

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tucker Asset Management's FLOT Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q4 2025: 730 shares worth $37.1K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in FLOT as recently as Q4 2021.

Tucker Asset Management first reported a position in FLOT in Q4 2020 and has held it in 6 quarters since. The position peaked at $78.2K in Q4 2020. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

Tucker Asset Management held 730 shares of iShares Floating Rate Bond ETF worth $37.1K as of Q4 2025.
iShares Floating Rate Bond ETF was a new Tucker Asset Management position in Q4 2025.
iShares Floating Rate Bond ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #347 holding.
Tucker Asset Management first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Tucker Asset Management's iShares Floating Rate Bond ETF position peaked at $78.2K in Q4 2020.
638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.