Haverford Financial Services’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
Q1 | – | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $272K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $274K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $316K | Buy |
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|
2019
Q2 | $307K | Buy |
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|
2019
Q1 | $306K | Sell |
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|
2018
Q4 | $304K | Sell |
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|
2018
Q3 | $308K | Sell |
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|
2018
Q2 | $457K | Buy |
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