Independent Solutions 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
2025 Q2	$2.72M	Buy	53,390 +2,277	+4%	+$116K	0.53%	60
2025 Q1	$2.61M	Buy	51,113 +3,817	+8%	+$195K	0.58%	55
2024 Q4	$2.41M	Buy	47,296 +32,734	+225%	+$1.67M	0.53%	56
2024 Q3	$743K	Buy	+14,562	New	+$743K	0.17%	106