Mowery & Schoenfeld Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio FLOT Stock Details FLOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$753K	Hold
2025 Q1	$754K	Sell
2024 Q4	$941K	Sell
2024 Q3	$2.17M	Sell
2024 Q2	$5.5M	Buy
2024 Q1	$4.37M	Sell
2023 Q4	$5.28M	Buy