Concurrent Investment 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
$356K Buy
6,981
+843
+14% +$43K 0.01% 980
2025
Q1
$313K Buy
+6,138
New +$313K 0.01% 900