Frisch Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $514K | Buy |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $584K | Sell |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $581K | Sell |
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|
2022
Q4 | $4.56M | Sell |
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|
2022
Q3 | $4.59M | Buy |
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|
2022
Q2 | $4.47M | Buy |
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|
2022
Q1 | $3.95M | Sell |
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|
2021
Q4 | $8.3M | Sell |
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|
2021
Q3 | $9.18M | Buy |
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|
2021
Q2 | $8.53M | Sell |
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|
2021
Q1 | $15.1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $588K | Sell |
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|
2018
Q4 | $1.22M | Buy |
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