Medallion Wealth Advisors, LLC’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$125K Hold
2025
Q4
$125K Buy
2025
Q3
$126K Sell
2025
Q2
$155K Buy
2025
Q1
$156K Buy
2024
Q4
$2.89K Buy