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