Laurel Wealth Advisors (North Carolina)’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
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|
2025
Q1 | $164K | Hold |
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|
2024
Q4 | $163K | Hold |
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|
2024
Q3 | $164K | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $358K | Hold |
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|
2020
Q4 | $357K | Sell |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $4.53M | Sell |
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|
2019
Q4 | $9.69M | Sell |
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|
2019
Q3 | $9.91M | Buy |
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|
2019
Q2 | $9.87M | Sell |
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|
2019
Q1 | $10M | Buy |
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|
2018
Q4 | $9.48M | Buy |
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