Independent Wealth Network’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 | $1.93M | Sell |
37,824
-802
| -2% | -$40.9K | 0.7% | 35 |
|
|
2025
Q1 | $1.97M | Buy |
38,626
+16,489
| +74% | +$842K | 0.79% | 32 |
|
|
2024
Q4 | $1.13M | Buy |
22,137
+466
| +2% | +$23.7K | 0.46% | 56 |
|
|
2024
Q3 | $1.11M | Buy |
21,671
+175
| +0.8% | +$8.93K | 0.49% | 47 |
|
|
2024
Q2 | $1.1M | Buy |
21,496
+387
| +2% | +$19.8K | 0.51% | 45 |
|
|
2024
Q1 | $1.08M | Sell |
21,109
-1,889
| -8% | -$96.5K | 0.51% | 48 |
|
|
2023
Q4 | $1.16M | Buy |
22,998
+646
| +3% | +$32.7K | 0.61% | 38 |
|
|
2023
Q3 | $1.14M | Buy |
22,352
+156
| +0.7% | +$7.94K | 0.7% | 35 |
|
|
2023
Q2 | $1.13M | Sell |
22,196
-18,101
| -45% | -$920K | 0.68% | 33 |
|
|
2023
Q1 | $2.03M | Buy |
40,297
+798
| +2% | +$40.2K | 1.3% | 16 |
|
|
2022
Q4 | $1.99M | Buy |
39,499
+256
| +0.7% | +$12.9K | 1.36% | 16 |
|
|
2022
Q3 | $1.97M | Buy |
39,243
+956
| +2% | +$48.1K | 1.54% | 12 |
|
|
2022
Q2 | $1.91M | Sell |
38,287
-665
| -2% | -$33.2K | 1.38% | 14 |
|
|
2022
Q1 | $1.97M | Buy |
38,952
+29,970
| +334% | +$1.51M | 1.25% | 18 |
|
|
2021
Q4 | $456K | Buy |
8,982
+1,600
| +22% | +$81.2K | 0.28% | 100 |
|
|
2021
Q3 | $375K | Buy |
+7,382
| New | +$375K | 0.25% | 113 |
|