Octavia Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $1.96M | Buy |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $1.98M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $3.46M | Sell |
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|
2023
Q1 | $4.48M | Sell |
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|
2022
Q4 | $7.43M | Sell |
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|
2022
Q3 | $7.98M | Sell |
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|
2022
Q2 | $8M | Sell |
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|
2022
Q1 | $8.27M | Sell |
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|
2021
Q4 | $8.69M | Sell |
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|
2021
Q3 | $8.77M | Sell |
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|
2021
Q2 | $9.13M | Sell |
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|
2021
Q1 | $9.35M | Sell |
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|
2020
Q4 | $9.37M | Buy |
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