Lionsbridge 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 | – | Sell |
-4,170
| Closed | -$213K | – | 64 |
|
|
2025
Q1 | $213K | Buy |
+4,170
| New | +$213K | 0.19% | 58 |
|
|
2024
Q3 | – | Sell |
-22,588
| Closed | -$1.15M | – | 71 |
|
|
2024
Q2 | $1.15M | Buy |
+22,588
| New | +$1.15M | 0.92% | 36 |
|
|
2020
Q1 | – | Sell |
-178
| Closed | -$9K | – | 130 |
|
|
2019
Q4 | $9K | Buy |
+178
| New | +$9K | 0.01% | 120 |
|