WBH Advisory’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 | $1.2M | Buy |
23,614
+2,802
| +13% | +$143K | 0.1% | 141 |
|
|
2025
Q1 | $1.06M | Buy |
20,812
+1,680
| +9% | +$85.8K | 0.1% | 140 |
|
|
2024
Q4 | $973K | Buy |
19,132
+4,237
| +28% | +$216K | 0.09% | 151 |
|
|
2024
Q3 | $760K | Buy |
14,895
+2,515
| +20% | +$128K | 0.07% | 174 |
|
|
2024
Q2 | $632K | Buy |
12,380
+6,442
| +108% | +$329K | 0.06% | 187 |
|
|
2024
Q1 | $303K | Hold |
5,938
| – | – | 0.03% | 261 |
|
|
2023
Q4 | $301K | Buy |
+5,938
| New | +$301K | 0.03% | 257 |
|