Summit Financial’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
Q2
$727K Buy
2025
Q1
$716K Buy
2024
Q4
$404K Buy
2024
Q3
$398K Sell
2024
Q2
$886K Sell
2024
Q1
$1.29M Buy
2023
Q4
$1.1M Sell
2023
Q3
$1.85M Sell
2023
Q2
$1.91M Buy