Family Asset Management’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
2023
Q4
Sell
-2,050
Closed -$104K 191
2023
Q3
$104K Sell
2,050
-1,225
-37% -$62.3K 0.08% 113
2023
Q2
$166K Sell
3,275
-599
-15% -$30.4K 0.11% 111
2023
Q1
$195K Buy
3,874
+1,824
+89% +$91.9K 0.14% 103
2022
Q4
$103K Buy
+2,050
New +$103K 0.09% 101