Invenio Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Invenio Wealth Partners’s Portfolio FLOT Stock Details FLOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Hold
2025 Q1	$1.07M	Sell
2024 Q4	$1.55M	Buy
2024 Q1	–	Sell
2023 Q4	$219K	Sell
2023 Q3	$285K	Sell
2023 Q2	$367K	Buy