Ameliora 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
Q2 | $593K | Hold |
11,620
| – | – | 0.21% | 62 |
|
|
2025
Q1 | $593K | Sell |
11,620
-800
| -6% | -$40.8K | 0.22% | 57 |
|
|
2024
Q4 | $632K | Hold |
12,420
| – | – | 0.24% | 52 |
|
|
2024
Q3 | $634K | Hold |
12,420
| – | – | 0.26% | 48 |
|
|
2024
Q2 | $635K | Buy |
12,420
+800
| +7% | +$40.9K | 0.29% | 49 |
|
|
2024
Q1 | $593K | Buy |
11,620
+510
| +5% | +$26K | 0.27% | 54 |
|
|
2023
Q4 | $562K | Hold |
11,110
| – | – | 0.28% | 54 |
|
|
2023
Q3 | $565K | Hold |
11,110
| – | – | 0.34% | 45 |
|
|
2023
Q2 | $565K | Hold |
11,110
| – | – | 0.35% | 48 |
|
|
2023
Q1 | $560K | Hold |
11,110
| – | – | 0.33% | 59 |
|
|
2022
Q4 | $559K | Hold |
11,110
| – | – | 0.3% | 45 |
|
|
2022
Q3 | $556K | Buy |
+11,110
| New | +$556K | 0.3% | 48 |
|