HB Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

HB Wealth Management’s Portfolio FLOT Stock Details FLOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$204K	Buy
2025 Q2	–	Sell
2025 Q1	$204K	Buy
2023 Q2	–	Sell
2023 Q1	$1.53M	Sell
2022 Q4	$1.54M	Buy
2022 Q3	$1.26M	Buy