Waverly Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Waverly Advisors’s Portfolio FLOT Stock Details FLOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.75M	Sell
2025 Q2	$2.79M	Sell
2025 Q1	$2.8M	Buy
2024 Q2	–	Sell
2024 Q1	$202K	Buy
2023 Q2	–	Sell
2023 Q1	$400K	Hold
2022 Q4	$400K	Buy
2018 Q1	–	Sell
2017 Q4	$203K	Buy