1 North Wealth Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

1 North Wealth Services’s Portfolio FLOT Stock Details FLOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.31M	Sell
2025 Q2	$1.33M	Sell
2025 Q1	$1.41M	Buy
2024 Q4	$1.27M	Buy
2019 Q4	$8.85M	Buy
2019 Q3	$8.39M	Buy
2019 Q1	$7.8M	Buy
2018 Q4	$7.11M	Buy