Atria Wealth Solutions’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 | $13.6M | Sell |
265,710
-259,311
| -49% | -$13.2M | 0.31% | 69 |
|
|
2025
Q1 | $26.8M | Buy |
525,021
+158,270
| +43% | +$8.08M | 0.32% | 61 |
|
|
2024
Q4 | $18.7M | Sell |
366,751
-3,518
| -1% | -$179K | 0.2% | 99 |
|
|
2024
Q3 | $18.9M | Buy |
370,269
+45,082
| +14% | +$2.3M | 0.2% | 104 |
|
|
2024
Q2 | $16.6M | Sell |
325,187
-19,261
| -6% | -$984K | 0.18% | 115 |
|
|
2024
Q1 | $17.6M | Buy |
344,448
+2,721
| +0.8% | +$139K | 0.2% | 109 |
|
|
2023
Q4 | $17.3M | Sell |
341,727
-23,331
| -6% | -$1.18M | 0.22% | 102 |
|
|
2023
Q3 | $18.6M | Sell |
365,058
-3,051
| -0.8% | -$155K | 0.26% | 83 |
|
|
2023
Q2 | $18.7M | Buy |
368,109
+9,675
| +3% | +$492K | 0.26% | 83 |
|
|
2023
Q1 | $18.1M | Buy |
358,434
+158,708
| +79% | +$8M | 0.27% | 83 |
|
|
2022
Q4 | $10M | Sell |
199,726
-241
| -0.1% | -$12.1K | 0.16% | 139 |
|
|
2022
Q3 | $10.1M | Buy |
199,967
+4,838
| +2% | +$243K | 0.17% | 125 |
|
|
2022
Q2 | $9.74M | Buy |
195,129
+109,081
| +127% | +$5.44M | 0.18% | 118 |
|
|
2022
Q1 | $4.35M | Buy |
+86,048
| New | +$4.35M | 0.07% | 280 |
|