LRI Investments’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 | $65.6K | Hold |
1,285
| – | – | 0.01% | 504 |
|
|
2025
Q1 | $65.6K | Hold |
1,285
| – | – | 0.01% | 495 |
|
|
2024
Q4 | $65.4K | Sell |
1,285
-330
| -20% | -$16.8K | 0.01% | 489 |
|
|
2024
Q3 | $82.3K | Hold |
1,615
| – | – | 0.01% | 445 |
|
|
2024
Q2 | $82.5K | Sell |
1,615
-345
| -18% | -$17.6K | 0.01% | 414 |
|
|
2024
Q1 | $100K | Buy |
+1,960
| New | +$100K | 0.03% | 203 |
|