Prevail Innovative Wealth Advisors’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
2025
Q2
Sell
-4,902
Closed -$250K 203
2025
Q1
$250K Sell
4,902
-7,760
-61% -$396K 0.07% 160
2024
Q4
$644K Buy
+12,662
New +$644K 0.19% 110