MWM
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Mascagni Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Mascagni Wealth Management’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$370K Hold
7,255
– – 0.32% 79
2025
Q1 		$370K Hold
7,255
– – 0.37% 69
2024
Q4 		$370K Buy
+7,255
New +$370K 0.37% 69