Joseph P. Lucia & Associates’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
Q3 | $1.17M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $804K | Sell |
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|
2024
Q3 | $938K | Sell |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $2.45M | Sell |
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|
2022
Q3 | $4.55M | Buy |
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|
2022
Q2 | $4.39M | Buy |
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|
2022
Q1 | $3.17M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $612K | Buy |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $20K | Sell |
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|
2019
Q3 | $44K | Buy |
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|
2019
Q2 | $24K | Sell |
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|
2019
Q1 | $475 | Buy |
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