Summit Wealth Group’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
2021
Q3
Sell
-426
Closed -$22K 114
2021
Q2
$22K Hold
426
0.03% 71
2021
Q1
$22K Buy
+426
New +$22K 0.04% 66