Hudson Valley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
152,289
+1,155
| +0.8% | +$58.9K | 0.85% | 36 |
|
|
2025
Q1 | $7.72M | Buy |
151,134
+5,143
| +4% | +$263K | 0.92% | 37 |
|
|
2024
Q4 | $7.43M | Buy |
145,991
+2,289
| +2% | +$116K | 0.84% | 42 |
|
|
2024
Q3 | $7.33M | Buy |
143,702
+3,979
| +3% | +$203K | 0.81% | 42 |
|
|
2024
Q2 | $7.08M | Buy |
139,723
+4,031
| +3% | +$204K | 0.92% | 37 |
|
|
2024
Q1 | $6.93M | Sell |
135,692
-4,031
| -3% | -$206K | 0.83% | 47 |
|
|
2023
Q4 | $7.08M | Sell |
139,723
-5,824
| -4% | -$295K | 0.97% | 35 |
|
|
2023
Q3 | $7.41M | Sell |
145,547
-5,637
| -4% | -$287K | 1.04% | 28 |
|
|
2023
Q2 | $7.68M | Buy |
151,184
+5,009
| +3% | +$255K | 1.04% | 29 |
|
|
2023
Q1 | $7.37M | Buy |
146,175
+6,183
| +4% | +$312K | 1.03% | 27 |
|
|
2022
Q4 | $7.05M | Buy |
139,992
+7,089
| +5% | +$357K | 1.07% | 27 |
|
|
2022
Q3 | $6.68M | Buy |
132,903
+9,635
| +8% | +$484K | 1.07% | 26 |
|
|
2022
Q2 | $6.15M | Buy |
123,268
+14,467
| +13% | +$722K | 0.96% | 30 |
|
|
2022
Q1 | $5.5M | Buy |
+108,801
| New | +$5.5M | 0.74% | 39 |
|