Bartlett & Co Wealth Management’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
Q3 | $461K | Sell |
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|
2025
Q2 | $511K | Buy |
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|
2025
Q1 | $511K | Hold |
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|
2024
Q4 | $509K | Hold |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $603K | Hold |
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|
2024
Q1 | $602K | Buy |
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $448K | Hold |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.57M | Hold |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $2.37M | Sell |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $1.93M | Sell |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $2.08M | Sell |
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|
2019
Q4 | $2.41M | Sell |
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|
2019
Q3 | $2.69M | Sell |
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|
2019
Q2 | $6.72M | Sell |
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|
2019
Q1 | $10.9M | Sell |
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|
2018
Q4 | $10.9M | Sell |
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|
2018
Q3 | $11.4M | Buy |
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|
2018
Q2 | $8.04M | Buy |
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|
2018
Q1 | $6.43M | Buy |
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