Bell Investment Advisors’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 | $1.17K | Sell |
23
-404
| -95% | -$20.6K | ﹤0.01% | 1542 |
|
2025
Q1 | $21.8K | Hold |
427
| – | – | ﹤0.01% | 365 |
|
2024
Q4 | $21.7K | Hold |
427
| – | – | ﹤0.01% | 367 |
|
2024
Q3 | $21.8K | Hold |
427
| – | – | ﹤0.01% | 381 |
|
2024
Q2 | $21.8K | Hold |
427
| – | – | ﹤0.01% | 379 |
|
2024
Q1 | $21.8K | Buy |
427
+133
| +45% | +$6.79K | ﹤0.01% | 363 |
|
2023
Q4 | $14.9K | Buy |
+294
| New | +$14.9K | ﹤0.01% | 431 |
|