Institute for 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
2014 Q2	–	Sell	-4,245	Closed	-$215K	–	65
2014 Q1	$215K	Buy	4,245 +11	+0.3%	+$557	0.18%	33
2013 Q4	$215K	Sell	4,234 -7,183	-63%	-$365K	0.15%	37
2013 Q3	$579K	Buy	11,417 +8,213	+256%	+$417K	0.4%	31
2013 Q2	$162K	Buy	+3,204	New	+$162K	0.13%	36