Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
61,914
-10,015
| -14% | -$511K | 0.05% | 335 |
|
|
2025
Q1 | $3.67M | Buy |
71,929
+24,783
| +53% | +$1.27M | 0.07% | 262 |
|
|
2024
Q4 | $2.4M | Buy |
47,146
+16,856
| +56% | +$858K | 0.05% | 347 |
|
|
2024
Q3 | $1.55M | Sell |
30,290
-3,662
| -11% | -$187K | 0.03% | 432 |
|
|
2024
Q2 | $1.73M | Sell |
33,952
-45,790
| -57% | -$2.34M | 0.04% | 385 |
|
|
2024
Q1 | $4.07M | Buy |
79,742
+9,361
| +13% | +$478K | 0.1% | 192 |
|
|
2023
Q4 | $3.56M | Sell |
70,381
-2,844
| -4% | -$144K | 0.11% | 186 |
|
|
2023
Q3 | $3.73M | Sell |
73,225
-17,336
| -19% | -$882K | 0.13% | 180 |
|
|
2023
Q2 | $4.6M | Buy |
90,561
+59,718
| +194% | +$3.03M | 0.18% | 124 |
|
|
2023
Q1 | $1.55M | Sell |
30,843
-14,541
| -32% | -$733K | 0.07% | 287 |
|
|
2022
Q4 | $2.28M | Buy |
45,384
+2,623
| +6% | +$132K | 0.1% | 219 |
|
|
2022
Q3 | $2.15M | Sell |
42,761
-1,414
| -3% | -$71.1K | 0.1% | 220 |
|
|
2022
Q2 | $2.21M | Sell |
44,175
-2,008
| -4% | -$100K | 0.11% | 203 |
|
|
2022
Q1 | $2.33M | Buy |
46,183
+439
| +1% | +$22.2K | 0.1% | 206 |
|
|
2021
Q4 | $2.32M | Buy |
45,744
+8,601
| +23% | +$436K | 0.1% | 219 |
|
|
2021
Q3 | $1.89M | Sell |
37,143
-5,348
| -13% | -$272K | 0.09% | 234 |
|
|
2021
Q2 | $2.16M | Buy |
42,491
+788
| +2% | +$40K | 0.11% | 209 |
|
|
2021
Q1 | $2.12M | Buy |
41,703
+128
| +0.3% | +$6.5K | 0.12% | 181 |
|
|
2020
Q4 | $2.11M | Buy |
41,575
+10,339
| +33% | +$524K | 0.15% | 150 |
|
|
2020
Q3 | $1.58M | Sell |
31,236
-120,465
| -79% | -$6.11M | 0.14% | 160 |
|
|
2020
Q2 | $7.68M | Buy |
151,701
+74,531
| +97% | +$3.77M | 0.77% | 20 |
|
|
2020
Q1 | $3.76M | Buy |
77,170
+20,920
| +37% | +$1.02M | 0.51% | 52 |
|
|
2019
Q4 | $2.86M | Buy |
56,250
+11,708
| +26% | +$596K | 0.36% | 80 |
|
|
2019
Q3 | $2.27M | Buy |
44,542
+21,075
| +90% | +$1.07M | 0.36% | 77 |
|
|
2019
Q2 | $1.2M | Buy |
23,467
+1,106
| +5% | +$56.3K | 0.2% | 133 |
|
|
2019
Q1 | $1.14M | Sell |
22,361
-420
| -2% | -$21.4K | 0.17% | 156 |
|
|
2018
Q4 | $1.15M | Buy |
22,781
+265
| +1% | +$13.3K | 0.25% | 123 |
|
|
2018
Q3 | $1.15M | Buy |
22,516
+9,252
| +70% | +$472K | 0.23% | 129 |
|
|
2018
Q2 | $676K | Buy |
13,264
+12
| +0.1% | +$612 | 0.16% | 158 |
|
|
2018
Q1 | $675K | Sell |
13,252
-2,907
| -18% | -$148K | 0.17% | 163 |
|
|
2017
Q4 | $821K | Buy |
16,159
+2,563
| +19% | +$130K | 0.29% | 106 |
|
|
2017
Q3 | $693K | Buy |
13,596
+2,924
| +27% | +$149K | 0.3% | 101 |
|
|
2017
Q2 | $543K | Sell |
10,672
-427
| -4% | -$21.7K | 0.28% | 112 |
|
|
2017
Q1 | $565K | Buy |
+11,099
| New | +$565K | 0.34% | 105 |
|