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 |
|