Evolution Wealth Advisors’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 | $234K | Buy |
+4,580
| New | +$234K | 0.03% | 154 |
|
|
2023
Q1 | – | Sell |
-7,730
| Closed | -$389K | – | 127 |
|
|
2022
Q4 | $389K | Hold |
7,730
| – | – | 0.1% | 86 |
|
|
2022
Q3 | $389K | Hold |
7,730
| – | – | 0.11% | 79 |
|
|
2022
Q2 | $386K | Hold |
7,730
| – | – | 0.1% | 78 |
|
|
2022
Q1 | $391K | Hold |
7,730
| – | – | 0.08% | 78 |
|
|
2021
Q4 | $392 | Hold |
7,730
| – | – | 0.06% | 84 |
|
|
2021
Q3 | $393K | Hold |
7,730
| – | – | 0.08% | 68 |
|
|
2021
Q2 | $393K | Sell |
7,730
-4,945
| -39% | -$251K | 0.08% | 77 |
|
|
2021
Q1 | $644K | Buy |
+12,675
| New | +$644K | 0.14% | 68 |
|