Holos Integrated Wealth’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	$798K	Hold	15,670	–	–	0.48%	29
2025 Q1	$800K	Sell	15,670 -6,412	-29%	-$327K	0.52%	29
2024 Q4	$1.12M	Buy	+22,082	New	+$1.12M	0.77%	21