DWM
Diversify Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
11,891
+4,907
| +70% | +$250K | 0.04% | 341 |
|
|
2025
Q1 | $356K | Buy |
6,984
+984
| +16% | +$50.1K | 0.03% | 415 |
|
|
2024
Q4 | $306K | Buy |
6,000
+16
| +0.3% | +$815 | 0.02% | 430 |
|
|
2024
Q3 | $305K | Buy |
5,984
+1,002
| +20% | +$51.1K | 0.03% | 397 |
|
|
2024
Q2 | $252K | Buy |
+4,982
| New | +$252K | 0.03% | 384 |
|