Valmark Advisers’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $713K | Buy |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $874K | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $748K | Buy |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $671K | Sell |
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|
2021
Q3 | $719K | Buy |
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|
2021
Q2 | $682K | Sell |
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|
2021
Q1 | $772K | Buy |
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|
2020
Q4 | $721K | Buy |
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|
2020
Q3 | $696K | Buy |
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|
2020
Q2 | $592K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $48.4M | Buy |
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|
2017
Q4 | $47.4M | Buy |
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|
2017
Q3 | $18M | Buy |
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|
2017
Q2 | $17.8M | Buy |
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|
2017
Q1 | $17.7M | Buy |
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|
2016
Q4 | $17.4M | Sell |
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|
2016
Q3 | $17.5M | Buy |
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|
2016
Q2 | $17M | Sell |
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|
2016
Q1 | $17.4M | Sell |
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|
2015
Q4 | $17.6M | Sell |
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|
2015
Q3 | $18.3M | Sell |
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|
2015
Q2 | $18.9M | Buy |
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|
2015
Q1 | $18.7M | Buy |
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|
2014
Q4 | $18.4M | Buy |
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|
2014
Q3 | $17.8M | Buy |
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|
2014
Q2 | $17.3M | Buy |
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|
2014
Q1 | $16.3M | Buy |
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|
2013
Q4 | $15.7M | Buy |
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|
2013
Q3 | $10.6M | Buy |
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