Iams Wealth Management’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
2023
Q4
Sell
-6,992
Closed -$356K 112
2023
Q3
$356K Buy
+6,992
New +$356K 0.25% 93
2023
Q2
Sell
-12,436
Closed -$627K 42
2023
Q1
$627K Buy
+12,436
New +$627K 0.52% 64