Robertson Stephens Wealth Management’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
2023
Q1
Sell
-4,686
Closed -$236K 446
2022
Q4
$236K Sell
4,686
-1,473
-24% -$74.1K 0.02% 370
2022
Q3
$309K Sell
6,159
-8,551
-58% -$429K 0.03% 273
2022
Q2
$734K Buy
+14,710
New +$734K 0.07% 190