L.M. Kohn & Company’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
$772K Sell
15,132
-7,929
-34% -$405K 0.21% 97
2025
Q1
$1.18M Buy
23,061
+9,590
+71% +$490K 0.31% 59
2024
Q4
$685K Buy
+13,471
New +$685K 0.18% 113