Adams Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.05M | Buy |
79,389
+15,992
| +25% | +$816K | 0.8% | 31 |
|
|
2024
Q4 | $3.23M | Buy |
63,397
+44,971
| +244% | +$2.29M | 0.62% | 35 |
|
|
2024
Q3 | $940K | Buy |
18,426
+6,332
| +52% | +$323K | 0.2% | 61 |
|
|
2024
Q2 | $618K | Buy |
12,094
+1,066
| +10% | +$54.5K | 0.14% | 69 |
|
|
2024
Q1 | $563K | Buy |
11,028
+6,995
| +173% | +$357K | 0.14% | 78 |
|
|
2023
Q4 | $204K | Buy |
+4,033
| New | +$204K | 0.06% | 92 |
|