JFS Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Buy |
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2025
Q1 | $812K | Buy |
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|
2024
Q4 | $540K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $59.8K | Hold |
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|
2023
Q2 | $59.7K | Hold |
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|
2023
Q1 | $59.2K | Hold |
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|
2022
Q4 | $59.1K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $59K | Hold |
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|
2022
Q1 | $59K | Hold |
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|
2021
Q4 | $60K | Hold |
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|
2021
Q3 | $60K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Buy |
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