Obsidian Personal Planning Solutions’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 | $7.67M | Buy |
150,294
+3,107
| +2% | +$159K | 3.1% | 15 |
|
|
2025
Q1 | $7.49M | Buy |
147,187
+4,131
| +3% | +$210K | 3.35% | 11 |
|
|
2024
Q4 | $7.31M | Buy |
143,056
+6,955
| +5% | +$355K | 3.53% | 9 |
|
|
2024
Q3 | $6.95M | Buy |
136,101
+14,937
| +12% | +$762K | 3.63% | 8 |
|
|
2024
Q2 | $6.19M | Buy |
121,164
+6,918
| +6% | +$353K | 3.78% | 8 |
|
|
2024
Q1 | $5.84M | Buy |
114,246
+15,479
| +16% | +$791K | 3.83% | 7 |
|
|
2023
Q4 | $5M | Buy |
98,767
+968
| +1% | +$49K | 3.8% | 9 |
|
|
2023
Q3 | $4.98M | Buy |
+97,799
| New | +$4.98M | 4.25% | 7 |
|