TriaGen Wealth 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
Q2 | $1.35M | Buy |
26,434
+1,034
| +4% | +$52.8K | 0.41% | 69 |
|
|
2025
Q1 | $1.3M | Buy |
25,400
+1,499
| +6% | +$76.5K | 0.46% | 57 |
|
|
2024
Q4 | $1.22M | Buy |
23,901
+1,707
| +8% | +$86.9K | 0.41% | 61 |
|
|
2024
Q3 | $1.13M | Buy |
22,194
+928
| +4% | +$47.4K | 0.38% | 68 |
|
|
2024
Q2 | $1.09M | Buy |
21,266
+3,910
| +23% | +$200K | 0.42% | 64 |
|
|
2024
Q1 | $886K | Buy |
+17,356
| New | +$886K | 0.37% | 66 |
|