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Portland Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Portland Financial Advisors’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 		$657K Buy
12,871
+769
+6% +$39.2K 1.58% 19
2025
Q1 		$618K Buy
12,102
+2,804
+30% +$143K 1.58% 20
2024
Q4 		$473K Buy
+9,298
New +$473K 1.27% 25