Founders Financial Alliance’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 | $50.5K | Sell |
989
-81
| -8% | -$4.13K | 0.01% | 388 |
|
2025
Q1 | $54.6K | Sell |
1,070
-134
| -11% | -$6.84K | 0.01% | 435 |
|
2024
Q4 | $61.2K | Buy |
1,204
+2
| +0.2% | +$102 | 0.02% | 367 |
|
2024
Q3 | $61.3K | Buy |
1,202
+2
| +0.2% | +$102 | 0.02% | 373 |
|
2024
Q2 | $61.3K | Sell |
1,200
-84
| -7% | -$4.29K | 0.02% | 360 |
|
2024
Q1 | $65.5K | Buy |
+1,284
| New | +$65.5K | 0.02% | 357 |
|
2023
Q3 | – | Sell |
-50
| Closed | -$2.54K | – | 488 |
|
2023
Q2 | $2.54K | Sell |
50
-572
| -92% | -$29.1K | ﹤0.01% | 491 |
|
2023
Q1 | $31.3K | Hold |
622
| – | – | 0.02% | 339 |
|
2022
Q4 | $31.3K | Hold |
622
| – | – | 0.01% | 367 |
|
2022
Q3 | $31K | Sell |
622
-736
| -54% | -$36.7K | 0.02% | 358 |
|
2022
Q2 | $68K | Hold |
1,358
| – | – | 0.03% | 298 |
|
2022
Q1 | $69K | Hold |
1,358
| – | – | 0.03% | 292 |
|
2021
Q4 | $69K | Sell |
1,358
-20
| -1% | -$1.02K | 0.03% | 332 |
|
2021
Q3 | $70K | Hold |
1,378
| – | – | 0.03% | 304 |
|
2021
Q2 | $70K | Hold |
1,378
| – | – | 0.03% | 319 |
|
2021
Q1 | $70K | Buy |
1,378
+118
| +9% | +$5.99K | 0.03% | 304 |
|
2020
Q4 | $64K | Buy |
1,260
+85
| +7% | +$4.32K | 0.04% | 277 |
|
2020
Q3 | $60K | Buy |
+1,175
| New | +$60K | 0.04% | 341 |
|