Sequoia Financial 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
Q1 | – | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $287K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $442K | Sell |
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|
2015
Q1 | $442K | Hold |
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|
2014
Q4 | $441K | Sell |
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|
2014
Q3 | $449K | Hold |
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|
2014
Q2 | $449K | Sell |
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|
2014
Q1 | $449K | Buy |
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|
2013
Q4 | $401K | Buy |
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