Donor Advised Charitable Giving’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
$714K Buy
13,988
+173
+1% +$8.83K 0.01% 30
2025
Q1
$705K Sell
13,815
-14,629
-51% -$747K 0.02% 28
2024
Q4
$1.45M Buy
28,444
+514
+2% +$26.2K 0.03% 18
2024
Q3
$1.43M Buy
27,930
+416
+2% +$21.2K 0.04% 17
2024
Q2
$1.41M Buy
27,514
+408
+2% +$20.8K 0.03% 17
2024
Q1
$1.38M Buy
27,106
+265
+1% +$13.5K 0.04% 14
2023
Q4
$1.36M Buy
+26,841
New +$1.36M 0.07% 16