VisionPoint Advisory 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
$420K Buy
+8,236
New +$420K 0.09% 206
2020
Q1
Sell
-4,961
Closed -$253K 132
2019
Q4
$253K Hold
4,961
0.11% 101
2019
Q3
$252K Sell
4,961
-4,000
-45% -$203K 0.07% 116
2019
Q2
$456K Sell
8,961
-1,933
-18% -$98.4K 0.13% 75
2019
Q1
$555K Hold
10,894
0.16% 72
2018
Q4
$549K Buy
+10,894
New +$549K 0.18% 60