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Optivise Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Optivise Advisory Services’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$250K Buy
4,891
+311
+7% +$15.9K 0.13% 166
2025
Q1 		$234K Buy
+4,580
New +$234K 0.13% 164