Seed 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
$2.96M Buy
+57,970
New +$2.96M 2.2% 9
2023
Q4
Sell
-58,255
Closed -$2.96M 150
2023
Q3
$2.96M Sell
58,255
-7,645
-12% -$389K 3.33% 5
2023
Q2
$3.35M Sell
65,900
-36,040
-35% -$1.83M 3.55% 4
2023
Q1
$5.14M Buy
101,940
+5,875
+6% +$296K 5.82% 1
2022
Q4
$4.83M Buy
+96,065
New +$4.83M 5.54% 1