Turning Point Benefit 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
2025 Q2	$5.21M	Sell	102,031 -19,068	-16%	-$973K	3.94%	4
2025 Q1	$6.09M	Buy	121,099 +68,663	+131%	+$3.45M	5.7%	4
2024 Q4	$2.67M	Buy	+52,436	New	+$2.67M	2.54%	7