Cornerstone Planning Group’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
$2.02K Buy
40
+1
+3% +$50 ﹤0.01% 947
2025
Q1
$1.99K Sell
39
-41
-51% -$2.09K ﹤0.01% 988
2024
Q4
$4.06K Buy
80
+1
+1% +$51 ﹤0.01% 624
2024
Q3
$4.01K Buy
79
+1
+1% +$51 ﹤0.01% 616
2024
Q2
$3.94K Sell
78
-30
-28% -$1.52K ﹤0.01% 626
2024
Q1
$5.46K Buy
108
+1
+0.9% +$51 ﹤0.01% 505
2023
Q4
$5.42K Sell
107
-156
-59% -$7.9K ﹤0.01% 516
2023
Q3
$13.4K Sell
263
-145
-36% -$7.38K 0.01% 366
2023
Q2
$20.7K Buy
+408
New +$20.7K 0.01% 427
2022
Q4
$22.8K Buy
+451
New +$22.8K 0.01% 416