GeoWealth Management’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 | $248K | Sell |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $254 | Hold |
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|
2024
Q3 | $255 | Sell |
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|
2024
Q2 | $5.67M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.54M | Buy |
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|
2022
Q3 | $773K | Buy |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $786K | Buy |
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|
2021
Q4 | $493K | Sell |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $2.48M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.48M | Buy |
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