Cascade Financial Partners’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 | $2.1M | Sell |
41,192
-4,660
| -10% | -$238K | 0.25% | 77 |
|
|
2025
Q1 | $2.34M | Sell |
45,852
-1,569
| -3% | -$80.1K | 0.3% | 67 |
|
|
2024
Q4 | $2.41M | Sell |
47,421
-9,196
| -16% | -$468K | 0.31% | 60 |
|
|
2024
Q3 | $2.89M | Sell |
56,617
-900
| -2% | -$45.9K | 0.36% | 50 |
|
|
2024
Q2 | $2.94M | Buy |
57,517
+22,543
| +64% | +$1.15M | 0.39% | 48 |
|
|
2024
Q1 | $1.78M | Buy |
+34,974
| New | +$1.78M | 0.26% | 65 |
|