New Insight Wealth 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 | $650K | Buy |
+12,737
| New | +$650K | 0.27% | 56 |
|
|
2024
Q4 | – | Sell |
-8,043
| Closed | -$411K | – | 94 |
|
|
2024
Q3 | $411K | Sell |
8,043
-665
| -8% | -$33.9K | 0.22% | 56 |
|
|
2024
Q2 | $445K | Sell |
8,708
-4,705
| -35% | -$240K | 0.26% | 49 |
|
|
2024
Q1 | $685K | Sell |
13,413
-7,232
| -35% | -$369K | 0.43% | 38 |
|
|
2023
Q4 | $1.05M | Buy |
+20,645
| New | +$1.05M | 0.7% | 29 |
|