HB 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 | – | Sell |
-3,995
| Closed | -$204K | – | 1188 |
|
|
2025
Q1 | $204K | Buy |
+3,995
| New | +$204K | ﹤0.01% | 1109 |
|
|
2023
Q2 | – | Sell |
-30,366
| Closed | -$1.53M | – | 737 |
|
|
2023
Q1 | $1.53M | Sell |
30,366
-287
| -0.9% | -$14.5K | 0.03% | 229 |
|
|
2022
Q4 | $1.54M | Buy |
30,653
+5,606
| +22% | +$282K | 0.03% | 231 |
|
|
2022
Q3 | $1.26M | Buy |
+25,047
| New | +$1.26M | 0.03% | 229 |
|