Fiduciary 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	$260K	Hold	5,113	–	–	0.05%	248
2025 Q1	$257K	Sell	5,113 -727	-12%	-$36.6K	0.06%	223
2024 Q4	$298K	Sell	5,840 -125	-2%	-$6.37K	0.06%	195
2024 Q3	$304K	Hold	5,965	–	–	0.07%	203
2024 Q2	$304K	Buy	+5,965	New	+$304K	0.07%	193