Connecticut Wealth Management’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
2025
Q3
$566K Sell
2025
Q2
$765K Hold
2025
Q1
$766K Sell
2024
Q4
$779K Sell
2024
Q3
$791K Sell
2024
Q2
$1.07M Hold
2024
Q1
$1.07M Hold
2023
Q4
$1.06M Sell
2023
Q3
$1.2M Buy
2020
Q1
Sell
2019
Q4
$414K Buy
2019
Q3
$411K Buy
2019
Q2
$407K Buy
2019
Q1
$404K Buy
2018
Q4
$398K Buy
2018
Q3
$400K Hold
2018
Q2
$399K Buy