Heritage Oak Wealth Advisors’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
2024 Q4	–	Sell	-25,039	Closed	-$1.28M	–	102
2024 Q3	$1.28M	Buy	+25,039	New	+$1.28M	0.59%	39