Y.D. More Investments’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Y.D. More Investments’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	$293K	Buy	30,169 +500	+2%	+$25.5K	0.01%	207
2026 Q1	$267K	Buy	29,669 +6,809	+30%	+$347K	0.01%	180
2025 Q4	$248K	Sell	22,860 -400	-2%	-$20.4K	0.01%	186
2025 Q3	$269K	Sell	23,260 -500	-2%	-$25.5K	0.02%	178
2025 Q2	$294K	Buy	23,760 +500	+2%	+$25.4K	0.02%	172
2025 Q1	$269K	Buy	23,260 +2,110	+10%	+$108K	0.02%	184
2024 Q4	$161K	Buy	21,150 +250	+1%	+$12.7K	0.01%	205
2024 Q3	$148K	Sell	20,900 -3,500	-14%	-$178K	0.02%	216
2024 Q2	$166K	Sell	24,400 -100	-0.4%	-$5.1K	0.02%	197
2024 Q1	$171K	Hold	24,500	–	–	0.03%	179
2023 Q4	$169K	Hold	24,500	–	–	0.03%	170
2023 Q3	$170K	Buy	24,500 +23,500	+2,350%	+$1.19M	0.03%	159
2023 Q2	$50.7K	Sell	1,000 -600	-38%	-$30.3K	0.01%	216
2023 Q1	$80.4K	Hold	1,600	–	–	0.02%	192
2022 Q4	$80.2K	Buy	+1,600	New	+$80.3K	0.02%	221

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 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

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

Y.D. More Investments's FLOT Position: Q2 2026 in Review

Y.D. More Investments increased its iShares Floating Rate Bond ETF (FLOT) stake by 1.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 30,169 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #207.

Y.D. More Investments first reported a position in FLOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $294K in Q2 2025. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

Y.D. More Investments held 30,169 shares of iShares Floating Rate Bond ETF worth $293K as of Q2 2026.
Y.D. More Investments bought 500 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $25.5K.
iShares Floating Rate Bond ETF made up 0.01% of Y.D. More Investments's portfolio in Q2 2026, its #207 holding.
Y.D. More Investments first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Y.D. More Investments's iShares Floating Rate Bond ETF position peaked at $294K in Q2 2025.
686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.