Elm3 Financial Group’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
$217K Sell
4,263
-2,400
-36% -$122K 0.18% 102
2025
Q1
$340K Sell
6,663
-100
-1% -$5.11K 0.3% 75
2024
Q4
$344K Buy
+6,763
New +$344K 0.29% 63