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Yeomans Consulting Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Yeomans Consulting 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
2025
Q4 		– Sell
-140,385
Closed -$7.15M – 122
2025
Q3 		$7.15M Buy
140,385
+3,994
+3% +$204K 2.47% 13
2025
Q2 		$6.93M Buy
+136,391
New +$6.93M 2.86% 12

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
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
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
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Yeomans Consulting Group's FLOT Position: Q4 2025 in Review

Yeomans Consulting Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 140,385 shares — an estimated $7.15M sold.

Yeomans Consulting Group first reported a position in FLOT in Q2 2025 and held it in 2 quarters. The position peaked at $7.15M in Q3 2025. 641 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Yeomans Consulting Group reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Yeomans Consulting Group sold 140,385 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $7.15M.
  • Yeomans Consulting Group first reported a position in iShares Floating Rate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Yeomans Consulting Group's iShares Floating Rate Bond ETF position peaked at $7.15M in Q3 2025.
  • 641 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.