Golden State Wealth 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 | $7.36K | Buy |
144
+2
| +1% | +$102 | ﹤0.01% | 1151 |
|
|
2025
Q1 | $7.27K | Buy |
+142
| New | +$7.27K | ﹤0.01% | 1085 |
|
|
2020
Q4 | – | Sell |
-1,902
| Closed | -$96K | – | 294 |
|
|
2020
Q3 | $96K | Buy |
+1,902
| New | +$96K | 0.03% | 263 |
|
|
2020
Q2 | – | Sell |
-474
| Closed | -$23K | – | 420 |
|
|
2020
Q1 | $23K | Buy |
+474
| New | +$23K | 0.01% | 479 |
|
|
2019
Q4 | – | Sell |
-649
| Closed | -$33K | – | 347 |
|
|
2019
Q3 | $33K | Buy |
649
+200
| +45% | +$10.2K | 0.01% | 521 |
|
|
2019
Q2 | $22K | Hold |
449
| – | – | 0.01% | 599 |
|
|
2019
Q1 | $23K | Buy |
+449
| New | +$23K | 0.01% | 589 |
|