SIA
Schechter Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.61M | Buy |
90,365
+3,538
| +4% | +$181K | 0.38% | 51 |
|
|
2024
Q4 | $4.42M | Sell |
86,827
-4,683
| -5% | -$238K | 0.34% | 58 |
|
|
2024
Q3 | $4.67M | Buy |
91,510
+4,174
| +5% | +$213K | 0.34% | 55 |
|
|
2024
Q2 | $4.46M | Buy |
87,336
+2,019
| +2% | +$103K | 0.34% | 54 |
|
|
2024
Q1 | $4.36M | Sell |
85,317
-697
| -0.8% | -$35.6K | 0.33% | 55 |
|
|
2023
Q4 | $4.35M | Buy |
86,014
+2,858
| +3% | +$145K | 0.38% | 51 |
|
|
2023
Q3 | $4.23M | Sell |
83,156
-672
| -0.8% | -$34.2K | 0.41% | 43 |
|
|
2023
Q2 | $4.26M | Sell |
83,828
-151
| -0.2% | -$7.67K | 0.38% | 45 |
|
|
2023
Q1 | $4.23M | Sell |
83,979
-1,211
| -1% | -$61K | 0.39% | 42 |
|
|
2022
Q4 | $4.29M | Buy |
85,190
+1,872
| +2% | +$94.2K | 0.39% | 38 |
|
|
2022
Q3 | $4.19M | Sell |
83,318
-8,098
| -9% | -$407K | 0.41% | 29 |
|
|
2022
Q2 | $4.56M | Sell |
91,416
-7,513
| -8% | -$375K | 0.44% | 28 |
|
|
2022
Q1 | $5M | Buy |
98,929
+29,336
| +42% | +$1.48M | 0.46% | 28 |
|
|
2021
Q4 | $3.53M | Buy |
+69,593
| New | +$3.53M | 0.32% | 49 |
|