KPP Advisory Services’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
$212K Sell
4,150
-300
-7% -$15.3K 0.03% 295
2025
Q1
$227K Hold
4,450
0.04% 273
2024
Q4
$226K Hold
4,450
0.05% 231
2024
Q3
$227K Hold
4,450
0.05% 232
2024
Q2
$227K Hold
4,450
0.06% 217
2024
Q1
$227K Buy
+4,450
New +$227K 0.06% 220
2023
Q4
Sell
-4,450
Closed -$226K 149
2023
Q3
$226K Buy
+4,450
New +$226K 0.07% 185