Elevate Wealth Advisory’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Elevate Wealth Advisory’s Portfolio FLOT Stock Details FLOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$45K	Buy
2025 Q2	$44.4K	Sell
2025 Q1	$220K	Buy
2024 Q4	$219K	Buy
2024 Q3	$219K	Buy
2024 Q2	$218K	Buy
2024 Q1	$218K	Sell
2023 Q4	$394K	Buy