Genesis Wealth Advisors’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
2015
Q2
$191K Sell
3,779
-2,036
-35% -$103K 0.16% 73
2015
Q1
$295K Hold
5,815
0.24% 47
2014
Q4
$294K Buy
+5,815
New +$294K 0.23% 49