Summit Place 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
Q3 | – | Sell |
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|
2025
Q2 | $202K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $550K | Hold |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $653K | Hold |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $803K | Hold |
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|
2023
Q2 | $802K | Sell |
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|
2023
Q1 | $846K | Sell |
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|
2022
Q4 | $970K | Hold |
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|
2022
Q3 | $969K | Sell |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $507K | Buy |
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