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