Beaird Harris 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 Q2	$1.93M	Buy	37,785 +466	+1%	+$23.8K	0.15%	55
2025 Q1	$1.91M	Buy	37,319 +286	+0.8%	+$14.6K	0.16%	51
2024 Q4	$1.88M	Buy	37,033 +671	+2%	+$34.1K	0.16%	52
2024 Q3	$1.86M	Buy	+36,362	New	+$1.86M	0.16%	52