Atlas Private Wealth Advisors’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
Q2 | $707K | Sell |
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2025
Q1 | $906K | Sell |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $893K | Buy |
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|
2023
Q3 | $877K | Hold |
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|
2023
Q2 | $876K | Buy |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $94K | Sell |
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|
2021
Q1 | $108K | Buy |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $106K | Buy |
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|
2020
Q2 | $55K | Buy |
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