Founders Financial Securities’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 | $675K | Buy |
13,226
+3,340
| +34% | +$170K | 0.05% | 294 |
|
|
2025
Q1 | $503K | Buy |
9,886
+886
| +10% | +$45.1K | 0.04% | 315 |
|
|
2024
Q4 | $458K | Buy |
+9,000
| New | +$458K | 0.04% | 322 |
|
|
2024
Q3 | – | Sell |
-10,849
| Closed | -$554K | – | 446 |
|
|
2024
Q2 | $554K | Buy |
10,849
+6,505
| +150% | +$332K | 0.05% | 272 |
|
|
2024
Q1 | $222K | Buy |
+4,344
| New | +$222K | 0.02% | 351 |
|
|
2023
Q3 | – | Sell |
-4,059
| Closed | -$206K | – | 339 |
|
|
2023
Q2 | $206K | Sell |
4,059
-1,577
| -28% | -$80.1K | 0.03% | 300 |
|
|
2023
Q1 | $284K | Buy |
+5,636
| New | +$284K | 0.04% | 266 |
|
|
2022
Q4 | – | Sell |
-5,081
| Closed | -$255K | – | 330 |
|
|
2022
Q3 | $255K | Buy |
+5,081
| New | +$255K | 0.05% | 253 |
|