Cypress Wealth Services’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
Q2 | – | Sell |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.13M | Hold |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $285K | Buy |
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|
2019
Q2 | $251K | Sell |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $272K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $203K | Buy |
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