Diversify Advisory Services’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
$471K Sell
9,252
-3,225
-26% -$164K 0.02% 557
2025
Q1
$635K Sell
12,477
-6,355
-34% -$324K 0.04% 303
2024
Q4
$959K Buy
18,832
+6,039
+47% +$308K 0.05% 233
2024
Q3
$652K Sell
12,793
-687
-5% -$35K 0.04% 332
2024
Q2
$686K Buy
13,480
+2,072
+18% +$106K 0.04% 316
2024
Q1
$580K Buy
+11,408
New +$580K 0.03% 382