Lumature Wealth Partners’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
2023 Q2	$34.3K	Hold	675	–	–	0.02%	240
2023 Q1	$34K	Sell	675 -3,498	-84%	-$176K	0.02%	240
2022 Q4	$210K	Sell	4,173 -5,715	-58%	-$288K	0.12%	144
2022 Q3	$497K	Sell	9,888 -102,107	-91%	-$5.13M	0.27%	67
2022 Q2	$5.59M	Buy	+111,995	New	+$5.59M	2.49%	7