Atticus 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 | – | Sell |
-1
| Closed | -$61 | – | 524 |
|
2024
Q4 | $61 | Hold |
1
| – | – | ﹤0.01% | 519 |
|
2024
Q3 | $60 | Hold |
1
| – | – | ﹤0.01% | 514 |
|
2024
Q2 | $59 | Hold |
1
| – | – | ﹤0.01% | 527 |
|
2024
Q1 | $58 | Sell |
1
-12
| -92% | -$696 | ﹤0.01% | 542 |
|
2023
Q4 | $643 | Sell |
13
-564
| -98% | -$27.9K | ﹤0.01% | 524 |
|
2023
Q3 | $29.4K | Sell |
577
-777
| -57% | -$39.5K | 0.01% | 299 |
|
2023
Q2 | $68.8K | Sell |
1,354
-1,962
| -59% | -$99.7K | 0.03% | 222 |
|
2023
Q1 | $167K | Buy |
+3,316
| New | +$167K | 0.06% | 143 |
|