Sax Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.56M | Sell |
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|
2025
Q2 | $6.3M | Sell |
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|
2025
Q1 | $6.77M | Buy |
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|
2024
Q4 | $3.89M | Sell |
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|
2024
Q3 | $4.48M | Buy |
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|
2024
Q2 | $4.28M | Buy |
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|
2024
Q1 | $3.91M | Buy |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $904K | Buy |
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|
2023
Q2 | $701K | Buy |
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|
2023
Q1 | $692K | Buy |
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $678K | Buy |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $680K | Hold |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $635K | Hold |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $588K | Hold |
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|
2020
Q4 | $587K | Buy |
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