Waller Financial Planning Group’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
Q3 | $1.89M | Sell |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $2.11M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.7M | Sell |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $3.05M | Sell |
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|
2022
Q4 | $16.8M | Sell |
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|
2022
Q3 | $18.7M | Sell |
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|
2022
Q2 | $19.3M | Buy |
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