Summit Financial Group’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
2024
Q1
$234K Sell
2023
Q4
$441K Sell
2023
Q3
$445K Sell
2023
Q2
$481K Sell
2023
Q1
$537K Hold
2022
Q4
$536K Sell
2022
Q3
$985K Sell
2022
Q2
$1.43M Buy
2022
Q1
$1.37M Buy
2021
Q4
$761K Buy
2021
Q3
$618K Buy
2021
Q2
$426K Buy
2021
Q1
$344K Buy