Balboa Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Balboa Wealth Partners’s Portfolio FLOT Stock Details FLOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$462K	Sell
2025 Q2	$477K	Buy
2025 Q1	$474K	Buy
2024 Q3	–	Sell
2024 Q2	$275K	Buy
2023 Q3	–	Sell
2023 Q2	$203K	Hold
2023 Q1	$201K	Sell
2022 Q4	$317K	Sell
2022 Q3	$328K	Buy