Guardian Wealth Advisors (North Carolina)’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 | $2.54M | Buy |
49,766
+3,531
| +8% | +$180K | 0.18% | 80 |
|
|
2025
Q1 | $2.36M | Buy |
46,235
+741
| +2% | +$37.8K | 0.19% | 76 |
|
|
2024
Q4 | $2.31M | Buy |
45,494
+3,039
| +7% | +$155K | 0.18% | 78 |
|
|
2024
Q3 | $2.17M | Buy |
42,455
+618
| +1% | +$31.5K | 0.23% | 59 |
|
|
2024
Q2 | $2.14M | Buy |
41,837
+4,669
| +13% | +$239K | 0.25% | 56 |
|
|
2024
Q1 | $1.89M | Sell |
37,168
-293
| -0.8% | -$14.9K | 0.23% | 62 |
|
|
2023
Q4 | $1.9M | Buy |
37,461
+2,115
| +6% | +$107K | 0.29% | 55 |
|
|
2023
Q3 | $1.79M | Buy |
35,346
+780
| +2% | +$39.5K | 0.3% | 53 |
|
|
2023
Q2 | $1.75M | Buy |
34,566
+1,084
| +3% | +$54.8K | 0.3% | 44 |
|
|
2023
Q1 | $1.7M | Buy |
+33,482
| New | +$1.7M | 0.3% | 41 |
|