Novak Financial Planning’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
2021
Q2
$978K Buy
19,253
+7
+0% +$356 0.48% 64
2021
Q1
$977K Buy
19,246
+2,365
+14% +$120K 0.54% 62
2020
Q4
$856K Buy
+16,881
New +$856K 0.5% 58