Clearstead Advisors’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 | $589K | Sell |
11,537
-7,747
| -40% | -$395K | 0.01% | 565 |
|
|
2025
Q1 | $984K | Sell |
19,284
-11,331
| -37% | -$578K | 0.02% | 409 |
|
|
2024
Q4 | $1.56M | Sell |
30,615
-5,220
| -15% | -$266K | 0.02% | 334 |
|
|
2024
Q3 | $1.83M | Sell |
35,835
-18,186
| -34% | -$928K | 0.03% | 311 |
|
|
2024
Q2 | $2.76M | Buy |
+54,021
| New | +$2.76M | 0.05% | 238 |
|
|
2020
Q2 | – | Sell |
-18,560
| Closed | -$905K | – | 801 |
|
|
2020
Q1 | $905K | Buy |
+18,560
| New | +$905K | 0.13% | 119 |
|