BWM
Buska Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
216,341
+39,240
| +22% | +$2M | 3.02% | 7 |
|
|
2025
Q1 | $9.04M | Buy |
177,101
+19,857
| +13% | +$1.01M | 2.83% | 11 |
|
|
2024
Q4 | $8M | Buy |
157,244
+35,379
| +29% | +$1.8M | 2.56% | 11 |
|
|
2024
Q3 | $6.22M | Buy |
121,865
+24,965
| +26% | +$1.27M | 2.17% | 13 |
|
|
2024
Q2 | $4.95M | Buy |
96,900
+16,296
| +20% | +$833K | 1.97% | 16 |
|
|
2024
Q1 | $4.12M | Buy |
+80,604
| New | +$4.12M | 1.8% | 16 |
|