Modern 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
$246K Sell
4,817
-876
-15% -$44.7K 0.01% 659
2025
Q1
$291K Buy
+5,693
New +$291K 0.01% 530
2024
Q1
Sell
-4,690
Closed -$237K 301
2023
Q4
$237K Buy
+4,690
New +$237K 0.03% 168