Modera Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Sell |
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|
2025
Q1 | $23.1M | Sell |
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|
2024
Q4 | $24.6M | Sell |
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|
2024
Q3 | $25.8M | Sell |
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|
2024
Q2 | $27.6M | Sell |
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|
2024
Q1 | $29.6M | Sell |
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|
2023
Q4 | $42.1M | Sell |
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|
2023
Q3 | $45M | Buy |
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|
2023
Q2 | $43.2M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $767K | Sell |
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|
2022
Q2 | $769K | Sell |
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|
2022
Q1 | $970K | Hold |
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|
2021
Q4 | $975K | Buy |
|