Wealth Management Resources’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 | $3.46M | Buy |
67,859
+30,975
| +84% | +$1.58M | 1.18% | 18 |
|
|
2025
Q1 | $1.88M | Buy |
36,884
+12,909
| +54% | +$659K | 0.68% | 22 |
|
|
2024
Q4 | $1.22M | Buy |
+23,975
| New | +$1.22M | 0.45% | 24 |
|
|
2023
Q4 | – | Sell |
-82,482
| Closed | -$4.2M | – | 39 |
|
|
2023
Q3 | $4.2M | Sell |
82,482
-4,998
| -6% | -$254K | 2.03% | 17 |
|
|
2023
Q2 | $4.45M | Sell |
87,480
-58,974
| -40% | -$3M | 2.59% | 14 |
|
|
2023
Q1 | $7.38M | Buy |
146,454
+1,649
| +1% | +$83.1K | 4.54% | 12 |
|
|
2022
Q4 | $7.29M | Buy |
144,805
+15,673
| +12% | +$789K | 4.73% | 9 |
|
|
2022
Q3 | $6.49M | Buy |
129,132
+3,297
| +3% | +$166K | 4.32% | 11 |
|
|
2022
Q2 | $6.28M | Buy |
125,835
+31,586
| +34% | +$1.58M | 3.86% | 14 |
|
|
2022
Q1 | $4.76M | Buy |
94,249
+1,215
| +1% | +$61.4K | 3.29% | 13 |
|
|
2021
Q4 | $4.72M | Buy |
+93,034
| New | +$4.72M | 3.04% | 13 |
|