Spartan Planning & 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
Q1 | – | Sell |
-15,406
| Closed | -$784K | – | 73 |
|
|
2024
Q4 | $784K | Buy |
+15,406
| New | +$784K | 0.72% | 30 |
|
|
2023
Q4 | $152 | Sell |
3
-51,585
| -100% | -$2.61M | ﹤0.01% | 188 |
|
|
2023
Q3 | $2.63M | Buy |
+51,588
| New | +$2.63M | 3.08% | 8 |
|
|
2022
Q4 | $151 | Hold |
3
| – | – | ﹤0.01% | 158 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 93 |
|
|
2022
Q2 | $0 | Sell |
3
-2,628
| -100% | – | ﹤0.01% | 121 |
|
|
2022
Q1 | $133K | Buy |
+2,631
| New | +$133K | 0.17% | 64 |
|