Seaside 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,130
| Closed | -$262K | – | 64 |
|
|
2025
Q1 | $262K | Buy |
5,130
+38
| +0.7% | +$1.94K | 0.09% | 51 |
|
|
2024
Q4 | $259K | Buy |
5,092
+92
| +2% | +$4.68K | 0.09% | 51 |
|
|
2024
Q3 | $255K | Buy |
5,000
+74
| +2% | +$3.78K | 0.1% | 51 |
|
|
2024
Q2 | $252K | Buy |
4,926
+74
| +2% | +$3.78K | 0.1% | 51 |
|
|
2024
Q1 | $248K | Buy |
4,852
+47
| +1% | +$2.4K | 0.11% | 46 |
|
|
2023
Q4 | $243K | Buy |
4,805
+94
| +2% | +$4.76K | 0.11% | 46 |
|
|
2023
Q3 | $240K | Buy |
4,711
+69
| +1% | +$3.51K | 0.12% | 44 |
|
|
2023
Q2 | $236K | Buy |
4,642
+63
| +1% | +$3.2K | 0.12% | 44 |
|
|
2023
Q1 | $230K | Buy |
4,579
+39
| +0.9% | +$1.96K | 0.14% | 43 |
|
|
2022
Q4 | $229K | Buy |
4,540
+50
| +1% | +$2.52K | 0.15% | 44 |
|
|
2022
Q3 | $226K | Buy |
4,490
+27
| +0.6% | +$1.36K | 0.16% | 47 |
|
|
2022
Q2 | $224K | Buy |
+4,463
| New | +$224K | 0.17% | 45 |
|