Legacy Capital Wealth Partners’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
Q3
$2.7M Sell
2025
Q2
$2.74M Buy
2025
Q1
$2.71M Buy
2024
Q4
$2.66M Buy
2024
Q3
$2.65M Sell
2024
Q2
$3.57M Buy
2024
Q1
Sell
2023
Q4
$3.46M Sell
2023
Q3
$3.5M Buy
2023
Q2
Sell
2023
Q1
$2.35M Buy