Mezzasalma Advisors’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
$279K Hold
5,476
0.08% 120
2025
Q1
$280K Sell
5,476
-441
-7% -$22.5K 0.1% 122
2024
Q4
$301K Sell
5,917
-246
-4% -$12.5K 0.1% 112
2024
Q3
$315K Sell
6,163
-479
-7% -$24.4K 0.12% 65
2024
Q2
$339K Buy
+6,642
New +$339K 0.15% 54