Beaumont Financial Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $251K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $252K | Hold |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $853K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $318K | Sell |
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|
2019
Q1 | $620K | Sell |
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|
2018
Q4 | $684K | Buy |
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|
2018
Q3 | $646K | Sell |
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|
2018
Q2 | $746K | Sell |
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|
2018
Q1 | $1.21M | Buy |
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|
2017
Q4 | $273K | Sell |
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|
2017
Q3 | $339K | Buy |
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|
2017
Q2 | $335K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $11.5M | Sell |
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|
2014
Q3 | $31.1M | Buy |
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|
2014
Q2 | $30.7M | Sell |
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|
2014
Q1 | $32.4M | Buy |
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|
2013
Q4 | $26.9M | Buy |
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|
2013
Q3 | $24.5M | Buy |
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|
2013
Q2 | $21.7M | Buy |
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