Moneta Group Investment Advisors’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
2023
Q1
Sell
-4,529
Closed -$229K 544
2022
Q4
$229K Sell
4,529
-2,294
-34% -$116K 0.01% 412
2022
Q3
$343K Sell
6,823
-48
-0.7% -$2.41K 0.01% 328
2022
Q2
$343K Buy
+6,871
New +$343K 0.01% 361