Perigon Wealth Management’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
Q3 | $735K | Buy |
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|
2025
Q2 | $674K | Buy |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $764K | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $927K | Buy |
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|
2023
Q2 | $660K | Buy |
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|
2023
Q1 | $614K | Sell |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | $551K | Buy |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $91K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $35K | Hold |
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|
2017
Q3 | $35K | Sell |
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|
2017
Q2 | $74K | Sell |
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|
2017
Q1 | $623K | Buy |
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|
2016
Q4 | $622K | Buy |
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|
2016
Q3 | $27K | Hold |
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|
2016
Q2 | $27K | Buy |
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