Moulton 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	$9.8M	Sell	192,592 -21,134	-10%	-$1.08M	7.41%	6
2025 Q1	$10.9M	Buy	213,726 +75,075	+54%	+$3.83M	8.32%	4
2024 Q4	$7.05M	Buy	+138,651	New	+$7.05M	5.42%	6