Hoge Financial Services’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
$8.57M Buy
167,485
+7,799
+5% +$399K 5.33% 7
2025
Q1
$8.15M Buy
159,686
+10,121
+7% +$517K 5.7% 7
2024
Q4
$7.61M Buy
149,565
+7,209
+5% +$367K 5.57% 7
2024
Q3
$7.27M Buy
142,356
+1,883
+1% +$96.1K 5.47% 7
2024
Q2
$7.18M Buy
140,473
+4,804
+4% +$245K 5.88% 7
2024
Q1
$6.93M Sell
135,669
-10,099
-7% -$516K 5.66% 7
2023
Q4
$7.38M Buy
+145,768
New +$7.38M 7.4% 5