Elevate Wealth Advisory’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 | $44.4K | Sell |
869
-3,440
| -80% | -$176K | 0.03% | 104 |
|
|
2025
Q1 | $220K | Buy |
4,309
+7
| +0.2% | +$357 | 0.16% | 69 |
|
|
2024
Q4 | $219K | Buy |
4,302
+15
| +0.3% | +$763 | 0.16% | 65 |
|
|
2024
Q3 | $219K | Buy |
4,287
+13
| +0.3% | +$663 | 0.16% | 66 |
|
|
2024
Q2 | $218K | Buy |
4,274
+12
| +0.3% | +$613 | 0.18% | 64 |
|
|
2024
Q1 | $218K | Sell |
4,262
-3,527
| -45% | -$180K | 0.19% | 59 |
|
|
2023
Q4 | $394K | Buy |
+7,789
| New | +$394K | 0.36% | 38 |
|