Milestone Asset 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 | $985K | Buy |
+19,303
| New | +$985K | 0.21% | 92 |
|
2024
Q1 | – | Sell |
-5,802
| Closed | -$294K | – | 169 |
|
2023
Q4 | $294K | Sell |
5,802
-68
| -1% | -$3.44K | 0.1% | 58 |
|
2023
Q3 | $297K | Sell |
5,870
-893
| -13% | -$45.2K | 0.1% | 60 |
|
2023
Q2 | $344K | Buy |
6,763
+127
| +2% | +$6.45K | 0.15% | 42 |
|
2023
Q1 | $334K | Sell |
6,636
-317
| -5% | -$16K | 0.19% | 49 |
|
2022
Q4 | $352K | Buy |
+6,953
| New | +$352K | 0.21% | 42 |
|