Provenance 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
$4.03K Hold
79
﹤0.01% 352
2025
Q1
$4.03K Hold
79
﹤0.01% 361
2024
Q4
$4.02K Hold
79
﹤0.01% 379
2024
Q3
$4.03K Hold
79
﹤0.01% 412
2024
Q2
$4.04K Hold
79
﹤0.01% 335
2024
Q1
$4.03K Hold
79
﹤0.01% 364
2023
Q4
$4K Hold
79
﹤0.01% 381
2023
Q3
$4.02K Buy
+79
New +$4.02K ﹤0.01% 279