MGB 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 | $1.07M | Buy |
20,987
+900
| +4% | +$45.9K | 0.35% | 62 |
|
|
2025
Q1 | $1.03M | Buy |
20,087
+579
| +3% | +$29.6K | 0.37% | 70 |
|
|
2024
Q4 | $992K | Sell |
19,508
-328
| -2% | -$16.7K | 0.31% | 67 |
|
|
2024
Q3 | $1.01M | Buy |
19,836
+5,975
| +43% | +$305K | 0.37% | 66 |
|
|
2024
Q2 | $707K | Buy |
13,861
+500
| +4% | +$25.5K | 0.26% | 85 |
|
|
2024
Q1 | $682K | Hold |
13,361
| – | – | 0.28% | 87 |
|
|
2023
Q4 | $676K | Buy |
+13,361
| New | +$676K | 0.34% | 81 |
|