Destiny Wealth Partners’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
$2.67M Buy
52,408
+4,456
+9% +$227K 0.36% 63
2025
Q1
$2.45M Buy
47,952
+3,614
+8% +$184K 0.39% 62
2024
Q4
$2.26M Buy
44,338
+2,965
+7% +$151K 0.37% 64
2024
Q3
$2.11M Sell
41,373
-640
-2% -$32.7K 0.37% 63
2024
Q2
$2.15M Sell
42,013
-886
-2% -$45.3K 0.39% 61
2024
Q1
$2.19M Sell
42,899
-1,200
-3% -$61.3K 0.39% 60
2023
Q4
$2.23M Sell
44,099
-1,541
-3% -$78.1K 0.42% 59
2023
Q3
$2.32M Sell
45,640
-14,821
-25% -$754K 0.47% 59
2023
Q2
$3.07M Sell
60,461
-2,541
-4% -$129K 0.59% 53
2023
Q1
$3.17M Sell
63,002
-6,877
-10% -$347K 0.66% 46
2022
Q4
$3.52M Buy
69,879
+1,975
+3% +$99.4K 0.76% 45
2022
Q3
$3.41M Buy
67,904
+4,111
+6% +$207K 0.77% 43
2022
Q2
$3.19M Sell
63,793
-679
-1% -$33.9K 0.7% 48
2022
Q1
$3.26M Buy
+64,472
New +$3.26M 0.63% 49