Summit Trail Advisors’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
$1.35M Buy
26,466
+13,889
+110% +$709K 0.02% 372
2025
Q1
$642K Buy
+12,577
New +$642K 0.02% 214