Gerber Kawasaki Wealth & Investment Management’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 | $3.09M | Sell |
60,554
-1,600
| -3% | -$81.6K | 0.12% | 93 |
|
|
2025
Q1 | $3.17M | Buy |
62,154
+21,192
| +52% | +$1.08M | 0.14% | 86 |
|
|
2024
Q4 | $2.08M | Sell |
40,962
-3,131
| -7% | -$159K | 0.09% | 102 |
|
|
2024
Q3 | $2.25M | Buy |
44,093
+724
| +2% | +$37K | 0.1% | 103 |
|
|
2024
Q2 | $2.22M | Buy |
43,369
+9,999
| +30% | +$511K | 0.11% | 96 |
|
|
2024
Q1 | $1.7M | Buy |
33,370
+580
| +2% | +$29.6K | 0.09% | 109 |
|
|
2023
Q4 | $1.66M | Sell |
32,790
-4,147
| -11% | -$210K | 0.1% | 109 |
|
|
2023
Q3 | $1.88M | Buy |
36,937
+8,566
| +30% | +$436K | 0.13% | 94 |
|
|
2023
Q2 | $1.44M | Buy |
28,371
+7,436
| +36% | +$378K | 0.1% | 108 |
|
|
2023
Q1 | $1.05M | Buy |
+20,935
| New | +$1.05M | 0.08% | 128 |
|