Greenup Street 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 | $1M | Sell |
19,673
-3,534
| -15% | -$180K | 0.17% | 61 |
|
|
2025
Q1 | $1.18M | Buy |
23,207
+3,227
| +16% | +$165K | 0.23% | 60 |
|
|
2024
Q4 | $1.02M | Buy |
19,980
+2,068
| +12% | +$105K | 0.2% | 59 |
|
|
2024
Q3 | $914K | Buy |
17,912
+1,579
| +10% | +$80.6K | 0.19% | 57 |
|
|
2024
Q2 | $834K | Buy |
16,333
+1,810
| +12% | +$92.5K | 0.2% | 55 |
|
|
2024
Q1 | $742K | Sell |
14,523
-1,524
| -9% | -$77.8K | 0.19% | 57 |
|
|
2023
Q4 | $812K | Sell |
16,047
-334
| -2% | -$16.9K | 0.23% | 56 |
|
|
2023
Q3 | $834K | Sell |
16,381
-1,635
| -9% | -$83.2K | 0.27% | 52 |
|
|
2023
Q2 | $916K | Buy |
18,016
+9,470
| +111% | +$481K | 0.25% | 61 |
|
|
2023
Q1 | $431K | Sell |
8,546
-38,995
| -82% | -$1.96M | 0.15% | 64 |
|
|
2022
Q4 | $2.39M | Sell |
47,541
-1,810
| -4% | -$91.1K | 1% | 27 |
|
|
2022
Q3 | $2.48M | Sell |
49,351
-16,317
| -25% | -$820K | 1.12% | 23 |
|
|
2022
Q2 | $3.28M | Buy |
+65,668
| New | +$3.28M | 1.54% | 22 |
|