DHK Financial 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 | $1.65M | Buy |
32,370
+399
| +1% | +$20.4K | 0.95% | 21 |
|
|
2025
Q1 | $1.63M | Buy |
31,971
+245
| +0.8% | +$12.5K | 0.9% | 24 |
|
|
2024
Q4 | $1.61M | Buy |
31,726
+574
| +2% | +$29.2K | 0.98% | 21 |
|
|
2024
Q3 | $1.59M | Buy |
31,152
+464
| +2% | +$23.7K | 0.97% | 20 |
|
|
2024
Q2 | $1.57M | Buy |
30,688
+455
| +2% | +$23.2K | 1.09% | 17 |
|
|
2024
Q1 | $1.54M | Buy |
30,233
+296
| +1% | +$15.1K | 1.09% | 24 |
|
|
2023
Q4 | $1.52M | Buy |
29,937
+587
| +2% | +$29.7K | 1.14% | 24 |
|
|
2023
Q3 | $1.49M | Buy |
29,350
+422
| +1% | +$21.5K | 1.33% | 21 |
|
|
2023
Q2 | $1.47M | Buy |
28,928
+396
| +1% | +$20.1K | 1.25% | 22 |
|
|
2023
Q1 | $1.44M | Buy |
28,532
+240
| +0.8% | +$12.1K | 1.79% | 17 |
|
|
2022
Q4 | $1.42M | Buy |
28,292
+10,232
| +57% | +$515K | 1.98% | 16 |
|
|
2022
Q3 | $908K | Buy |
18,060
+6,220
| +53% | +$313K | 1.49% | 20 |
|
|
2022
Q2 | $591K | Buy |
+11,840
| New | +$591K | 0.57% | 31 |
|