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 |
|