C1AG
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Client 1st Advisory Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Client 1st Advisory Group’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,241
Closed -$499K – 60
2020
Q1 		$499K Sell
10,241
-11,731
-53% -$572K 0.53% 30
2019
Q4 		$1.12M Buy
+21,972
New +$1.12M 1.1% 19