Shira Ridge 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 | $3.5M | Sell |
68,540
-3,842
| -5% | -$196K | 1.6% | 19 |
|
|
2025
Q1 | $3.7M | Buy |
72,382
+1,451
| +2% | +$74.1K | 1.84% | 18 |
|
|
2024
Q4 | $3.61M | Buy |
70,931
+11,153
| +19% | +$567K | 1.77% | 17 |
|
|
2024
Q3 | $3.05M | Sell |
59,778
-18,665
| -24% | -$953K | 1.56% | 18 |
|
|
2024
Q2 | $4.01M | Buy |
78,443
+1,425
| +2% | +$72.8K | 2.23% | 12 |
|
|
2024
Q1 | $3.93M | Buy |
77,018
+258
| +0.3% | +$13.2K | 2.25% | 12 |
|
|
2023
Q4 | $3.89M | Sell |
76,760
-2,802
| -4% | -$142K | 2.33% | 12 |
|
|
2023
Q3 | $4.05M | Sell |
79,562
-15,647
| -16% | -$796K | 2.66% | 11 |
|
|
2023
Q2 | $4.84M | Sell |
95,209
-6,001
| -6% | -$305K | 3.03% | 9 |
|
|
2023
Q1 | $5.1M | Sell |
101,210
-18,536
| -15% | -$934K | 3.37% | 8 |
|
|
2022
Q4 | $6.03M | Buy |
+119,746
| New | +$6.03M | 4.15% | 6 |
|