Plan Group Financial’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
2024 Q1	–	Sell	-5,984	Closed	-$303K	–	95
2023 Q4	$303K	Sell	5,984 -333	-5%	-$16.9K	0.27%	53
2023 Q3	$321K	Buy	+6,317	New	+$321K	0.23%	50
2022 Q2	$314K	Buy	+6,297	New	+$314K	0.54%	41