CFM Wealth 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 | $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% | 139 |
|
|
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 |
|