Synergy Asset Management’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
Q1 | – | Sell |
-144
| Closed | -$7.35K | – | 329 |
|
|
2024
Q4 | $7.35K | Buy |
+144
| New | +$7.35K | ﹤0.01% | 518 |
|
|
2023
Q4 | – | Sell |
-193,945
| Closed | -$9.87M | – | 151 |
|
|
2023
Q3 | $9.87M | Buy |
+193,945
| New | +$9.87M | 1.96% | 11 |
|
|
2022
Q4 | – | Sell |
-210,525
| Closed | -$10.6M | – | 117 |
|
|
2022
Q3 | $10.6M | Buy |
+210,525
| New | +$10.6M | 2.86% | 7 |
|