Laird Norton Wetherby 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 | $1.26M | Buy |
+24,670
| New | +$1.26M | 0.06% | 305 |
|
|
2024
Q4 | $1.28M | Hold |
25,065
| – | – | 0.06% | 282 |
|
|
2024
Q3 | $1.28M | Sell |
25,065
-395
| -2% | -$20.2K | 0.06% | 295 |
|
|
2024
Q2 | $1.3M | Hold |
25,460
| – | – | 0.06% | 287 |
|
|
2024
Q1 | $1.3M | Hold |
25,460
| – | – | 0.06% | 300 |
|
|
2023
Q4 | $1.29M | Sell |
25,460
-845
| -3% | -$42.8K | 0.07% | 295 |
|
|
2023
Q3 | $1.34M | Sell |
26,305
-395
| -1% | -$20.1K | 0.08% | 274 |
|
|
2023
Q2 | $1.36M | Sell |
26,700
-300
| -1% | -$15.2K | 0.07% | 276 |
|
|
2023
Q1 | $1.36M | Hold |
27,000
| – | – | 0.08% | 264 |
|
|
2022
Q4 | $1.36M | Hold |
27,000
| – | – | 0.09% | 257 |
|
|
2022
Q3 | $1.36M | Buy |
27,000
+6,780
| +34% | +$341K | 0.1% | 220 |
|
|
2022
Q2 | $1.01M | Hold |
20,220
| – | – | 0.07% | 293 |
|
|
2022
Q1 | $1.02M | Sell |
20,220
-260
| -1% | -$13.1K | 0.06% | 305 |
|
|
2021
Q4 | $1.04M | Hold |
20,480
| – | – | 0.06% | 316 |
|
|
2021
Q3 | $1.04M | Sell |
20,480
-730
| -3% | -$37.1K | 0.06% | 290 |
|
|
2021
Q2 | $1.08M | Buy |
+21,210
| New | +$1.08M | 0.07% | 277 |
|
|
2021
Q1 | – | Sell |
-13,660
| Closed | -$693K | – | 817 |
|
|
2020
Q4 | $693K | Buy |
+13,660
| New | +$693K | 0.05% | 359 |
|