Mount Yale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13K | Buy |
+61
| New | +$3.13K | ﹤0.01% | 1282 |
|
|
2019
Q3 | – | Sell |
-8,128
| Closed | -$413K | – | 308 |
|
|
2019
Q2 | $413K | Buy |
8,128
+4,007
| +97% | +$204K | 0.08% | 219 |
|
|
2019
Q1 | $210K | Buy |
4,121
+10
| +0.2% | +$510 | 0.04% | 285 |
|
|
2018
Q4 | $209K | Buy |
4,111
+2,291
| +126% | +$116K | 0.04% | 291 |
|
|
2018
Q3 | $93K | Buy |
1,820
+995
| +121% | +$50.8K | 0.02% | 462 |
|
|
2018
Q2 | $42K | Buy |
+825
| New | +$42K | 0.01% | 661 |
|