Advocacy Wealth Management Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.59M | Sell |
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|
2025
Q2 | $6.95M | Buy |
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|
2025
Q1 | $6.11M | Buy |
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|
2024
Q4 | $5.09M | Sell |
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|
2024
Q3 | $5.97M | Sell |
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|
2024
Q2 | $8.08M | Sell |
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|
2024
Q1 | $47.8M | Sell |
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|
2023
Q4 | $51.8M | Sell |
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|
2023
Q3 | $62.9M | Buy |
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|
2023
Q2 | $56.8M | Buy |
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|
2023
Q1 | $52.6M | Buy |
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|
2022
Q4 | $47.9M | Buy |
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|
2022
Q3 | $43.7M | Buy |
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|
2022
Q2 | $42.4M | Sell |
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|
2022
Q1 | $87.2M | Sell |
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|
2021
Q4 | $117M | Buy |
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|
2021
Q3 | $114M | Buy |
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|
2021
Q2 | $110M | Buy |
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|
2021
Q1 | $99M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.52M | Sell |
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|
2019
Q4 | $3.97M | Buy |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $20K | Buy |
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|
2018
Q1 | $10K | Buy |
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