YDMI
FLOT icon

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
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
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

Y.D. More Investments's FLOT Position: Q1 2026 in Review

Y.D. More Investments increased its iShares Floating Rate Bond ETF (FLOT) stake by 30% in Q1 2026, buying an estimated $347K and bringing the position to 29,669 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #180.

Y.D. More Investments first reported a position in FLOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $294K in Q2 2025. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Y.D. More Investments held 29,669 shares of iShares Floating Rate Bond ETF worth $267K as of Q1 2026.
  • Y.D. More Investments bought 6,809 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $347K.
  • iShares Floating Rate Bond ETF made up 0.01% of Y.D. More Investments's portfolio in Q1 2026, its #180 holding.
  • Y.D. More Investments first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Y.D. More Investments's iShares Floating Rate Bond ETF position peaked at $294K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.