IAA
Independent Advisor Alliance’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.91M | Buy |
+37,390
| New | +$1.91M | 0.06% | 291 |
|
2025
Q1 | – | Sell |
-67,930
| Closed | -$3.46M | – | 978 |
|
2024
Q4 | $3.46M | Buy |
+67,930
| New | +$3.46M | 0.05% | 355 |
|
2020
Q1 | – | Sell |
-433,352
| Closed | -$22.1M | – | 529 |
|
2019
Q4 | $22.1M | Buy |
+433,352
| New | +$22.1M | 0.96% | 15 |
|
2017
Q2 | – | Sell |
-140,604
| Closed | -$7.15M | – | 276 |
|
2017
Q1 | $7.15M | Buy |
+140,604
| New | +$7.15M | 1.13% | 19 |
|