Richardson Financial Services’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 | $762 | Sell |
15
-7
| -32% | -$356 | ﹤0.01% | 554 |
|
2025
Q1 | $1.12K | Sell |
22
-3
| -12% | -$153 | ﹤0.01% | 505 |
|
2024
Q4 | $1.27K | Sell |
25
-62
| -71% | -$3.16K | ﹤0.01% | 505 |
|
2024
Q3 | $4.45K | Hold |
87
| – | – | ﹤0.01% | 461 |
|
2024
Q2 | $4.45K | Sell |
87
-36
| -29% | -$1.84K | ﹤0.01% | 446 |
|
2024
Q1 | $6.26K | Buy |
123
+12
| +11% | +$611 | ﹤0.01% | 455 |
|
2023
Q4 | $5.62K | Buy |
+111
| New | +$5.62K | ﹤0.01% | 355 |
|