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
2026 Q1	–	Sell	-730	Closed	-$37.1K	–	611
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Tucker Asset Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2026, closing a stake of 730 shares — an estimated $37.1K sold.

Tucker Asset Management first reported a position in FLOT in Q4 2020 and held it in 6 quarters. The position peaked at $78.2K in Q4 2020. 661 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

Tucker Asset Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 730 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $37.1K.
Tucker Asset Management first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and held it in 6 quarters.
Tucker Asset Management's iShares Floating Rate Bond ETF position peaked at $78.2K in Q4 2020.
661 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.