CFM Wealth Partners’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
2026 Q1	$247K	Hold	4,850	–	–	0.04%	134
2025 Q4	$247K	Hold	4,850	–	–	0.04%	132
2025 Q3	$248K	Hold	4,850	–	–	0.04%	133
2025 Q2	$247K	Hold	4,850	–	–	0.04%	124
2025 Q1	$248K	Hold	4,850	–	–	0.04%	122
2024 Q4	$247K	Hold	4,850	–	–	0.04%	124
2024 Q3	$248K	Hold	4,850	–	–	0.04%	131
2024 Q2	$248K	Hold	4,850	–	–	0.05%	132
2024 Q1	$248K	Hold	4,850	–	–	0.05%	139
2023 Q4	$246K	Hold	4,850	–	–	0.06%	149
2023 Q3	$247K	Hold	4,850	–	–	0.06%	128
2023 Q2	$246K	Hold	4,850	–	–	0.06%	151
2023 Q1	$244K	Hold	4,850	–	–	0.07%	140
2022 Q4	$244K	Hold	4,850	–	–	0.07%	145
2022 Q3	$244K	Hold	4,850	–	–	0.08%	137
2022 Q2	$242K	Hold	4,850	–	–	0.07%	145
2022 Q1	$245K	Hold	4,850	–	–	0.06%	165
2021 Q4	$246K	Hold	4,850	–	–	0.05%	159
2021 Q3	$246K	Hold	4,850	–	–	0.06%	162
2021 Q2	$246K	Hold	4,850	–	–	0.07%	153
2021 Q1	$246K	Hold	4,850	–	–	0.07%	145
2020 Q4	$246K	Hold	4,850	–	–	0.08%	138
2020 Q3	$245K	Hold	4,850	–	–	0.09%	126
2020 Q2	$245K	Hold	4,850	–	–	0.09%	127
2020 Q1	$236K	Hold	4,850	–	–	0.11%	115
2019 Q4	$247K	Buy	+4,850	New	+$247K	0.09%	131