PCS
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Private Client Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Private Client 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 		$474K Buy
9,299
+2,168
+30% +$111K 0.18% 114
2025
Q1 		$364K Buy
7,131
+469
+7% +$23.9K 0.18% 110
2024
Q4 		$339K Buy
6,662
+2,329
+54% +$118K 0.18% 112
2024
Q3 		$221K Buy
+4,333
New +$221K 0.12% 157