Mosaic Financial Group’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 | $801K | Hold |
15,705
| – | – | 0.61% | 41 |
|
|
2025
Q1 | $802K | Buy |
15,705
+1,273
| +9% | +$65K | 0.65% | 40 |
|
|
2024
Q4 | $734K | Hold |
14,432
| – | – | 0.53% | 45 |
|
|
2024
Q3 | $737K | Sell |
14,432
-2,946
| -17% | -$150K | 0.52% | 46 |
|
|
2024
Q2 | $888K | Buy |
17,378
+4
| +0% | +$204 | 0.64% | 41 |
|
|
2024
Q1 | $887K | Buy |
+17,374
| New | +$887K | 0.71% | 37 |
|