CWA
Cascade Wealth Advisors’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 | $9.95M | Sell |
195,318
-62,951
| -24% | -$3.21M | 5.62% | 7 |
|
|
2025
Q1 | $13.1M | Buy |
258,269
+658
| +0.3% | +$33.4K | 9.05% | 1 |
|
|
2024
Q4 | $13.1M | Buy |
257,611
+30,544
| +13% | +$1.55M | 8.87% | 1 |
|
|
2024
Q3 | $11.6M | Sell |
227,067
-8,157
| -3% | -$416K | 8.28% | 1 |
|
|
2024
Q2 | $12M | Buy |
235,224
+35,142
| +18% | +$1.79M | 8.88% | 1 |
|
|
2024
Q1 | $10.2M | Buy |
+200,082
| New | +$10.2M | 8.66% | 1 |
|