EWA
EverSource Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
105,321
+6,840
| +7% | +$349K | 0.24% | 91 |
|
|
2025
Q1 | $5.03M | Buy |
98,481
+14,662
| +17% | +$748K | 0.28% | 83 |
|
|
2024
Q4 | $4.26M | Buy |
83,819
+8,208
| +11% | +$418K | 0.24% | 88 |
|
|
2024
Q3 | $3.86M | Buy |
75,611
+4,744
| +7% | +$242K | 0.24% | 88 |
|
|
2024
Q2 | $3.62M | Buy |
70,867
+3,696
| +6% | +$189K | 0.24% | 90 |
|
|
2024
Q1 | $3.43M | Buy |
67,171
+16,409
| +32% | +$838K | 0.27% | 85 |
|
|
2023
Q4 | $2.57M | Buy |
50,762
+7,188
| +16% | +$364K | 0.24% | 96 |
|
|
2023
Q3 | $2.22M | Sell |
43,574
-23,157
| -35% | -$1.18M | 0.24% | 95 |
|
|
2023
Q2 | $3.39M | Buy |
66,731
+5,792
| +10% | +$294K | 0.37% | 71 |
|
|
2023
Q1 | $3.07M | Buy |
+60,939
| New | +$3.07M | 0.38% | 68 |
|
|
2022
Q4 | – | Sell |
-6,615
| Closed | -$333K | – | 2351 |
|
|
2022
Q3 | $333K | Buy |
+6,615
| New | +$333K | 0.08% | 225 |
|