EverSource Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
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|
2025
Q1 | $5.03M | Buy |
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|
2024
Q4 | $4.26M | Buy |
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|
2024
Q3 | $3.86M | Buy |
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|
2024
Q2 | $3.62M | Buy |
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|
2024
Q1 | $3.43M | Buy |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $3.39M | Buy |
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|
2023
Q1 | $3.07M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $333K | Buy |
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