Kingswood Wealth 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
2025
Q2
$476K Sell
9,326
-1,070
-10% -$54.6K 0.04% 429
2025
Q1
$531K Buy
10,396
+6,124
+143% +$313K 0.05% 376
2024
Q4
$217K Buy
+4,272
New +$217K 0.02% 713