JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-400
| Closed | -$20K | – | 598 |
|
|
2018
Q3 | $20K | Buy |
+400
| New | +$20K | 0.01% | 313 |
|
|
2017
Q1 | – | Sell |
-147
| Closed | -$7K | – | 474 |
|
|
2016
Q4 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 385 |
|
|
2016
Q1 | – | Sell |
-715
| Closed | -$36K | – | 550 |
|
|
2015
Q4 | $36K | Hold |
715
| – | – | 0.01% | 219 |
|
|
2015
Q3 | $36K | Hold |
715
| – | – | 0.02% | 212 |
|
|
2015
Q2 | $36K | Hold |
715
| – | – | 0.01% | 212 |
|
|
2015
Q1 | $36K | Hold |
715
| – | – | 0.01% | 219 |
|
|
2014
Q4 | $36K | Hold |
715
| – | – | 0.01% | 217 |
|
|
2014
Q3 | $36K | Hold |
715
| – | – | 0.02% | 218 |
|
|
2014
Q2 | $36K | Hold |
715
| – | – | 0.02% | 208 |
|
|
2014
Q1 | $36K | Hold |
715
| – | – | 0.02% | 195 |
|
|
2013
Q4 | $36K | Hold |
715
| – | – | 0.02% | 184 |
|
|
2013
Q3 | $36K | Buy |
+715
| New | +$36K | 0.02% | 175 |
|