Aveo Capital Partners’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 |
-11,247
| Closed | -$572K | – | 228 |
|
|
2024
Q4 | $572K | Sell |
11,247
-283
| -2% | -$14.4K | 0.06% | 184 |
|
|
2024
Q3 | $588K | Sell |
11,530
-68
| -0.6% | -$3.47K | 0.06% | 179 |
|
|
2024
Q2 | $593K | Sell |
11,598
-32
| -0.3% | -$1.64K | 0.07% | 171 |
|
|
2024
Q1 | $592K | Sell |
11,630
-62
| -0.5% | -$3.16K | 0.06% | 194 |
|
|
2023
Q4 | $592K | Buy |
+11,692
| New | +$592K | 0.07% | 186 |
|
|
2020
Q2 | – | Sell |
-7,766
| Closed | -$379K | – | 79 |
|
|
2020
Q1 | $379K | Buy |
7,766
+3,189
| +70% | +$156K | 0.18% | 104 |
|
|
2019
Q4 | $233K | Buy |
4,577
+182
| +4% | +$9.27K | 0.09% | 166 |
|
|
2019
Q3 | $224K | Buy |
+4,395
| New | +$224K | 0.09% | 164 |
|
|
2017
Q1 | – | Sell |
-8,017
| Closed | -$407K | – | 162 |
|
|
2016
Q4 | $407K | Buy |
+8,017
| New | +$407K | 0.12% | 116 |
|